As part of the Sweeney & Michel team, Katie creates a customized client experience using efficient communication tactics, and complex problem-solving skills. Her passion is to help clients achieve their financial goals and keep them on track during their road to retirement. Katie specializes in financial planning, company retirement plans, client onboarding, and life insurance products. In the community, Katie supports non-profit organizations such as California Women in Agriculture (CWA), Cattle Women’s Association, and Farm City. Katie received a BS in Agriculture Business from Chico State University, Chico. While at Chico State she competed in Track & Field. Katie enjoys ranchi
Katie Junk
Financial Advisor & Paraplanner
Sweeney & Michel LLC
United States, California, Chico
About Me
Profile Information
Financial Advisor & Paraplanner
Sweeney & Michel LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Chico
California
United States
Aug 6, 2024
Work Experience
Sweeney & Michel, LLC
Financial Advisor & Paraplanner Apr 2018 - Present
Email: katie@sweeneymichel.com
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