Joe Sweeney (CFP®)

Joe Sweeney focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning

Planning Specialties

Complete Financial Planning and Investment Management for any stage of life. We are a fee-only fiduciary firm with below industry average costs.

Additional Information

Joe Sweeney decided to open an RIA and move away from the broker-dealer and commissions-based model in 2016 with his Partner, Renee Michel. Together they started Sweeney & Michel LLC to cut out the middle man and better serve their clients.

NAPFA Start Date

June 04, 2021

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This Office

196 Cohasset Rd Ste 100 Chico, CA 95926-2286 Phone: (530) 487-1777