wiseradvisor

Sweeney & Michel, LLC

Tel: 530-487-1777
196 Cohasset Rd
Ste 100
Chico, CA 95926

Financial Planning And Investment Management in Chico, California

Sweeney & Michel, LLC | Financial Advisor in Chico ,CA

About Sweeney & Michel, LLC

As Registered Investment Advisors, its our fiduciary duty to always act in your best interest. If you have a question in your life that involves investing or financial planning, we can help. Our low-cost, common-sense approach is based only on your needs and our in-depth research; free from the bias of proprietary products and the conflict of investment commissions.


General Information

Firm Start Year:   2016
No.of Employees:   5-9
Gender:   Male
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   Ca, TX, OR, CO
Number of Years with Current Firm:   5
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:   English, Spanish
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning


Services

Investment Types:   Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, Via Phone, At my office, Video Conference


Firm Information

Firm's Number of Clients:   500
Assets Managed by Firm:   450000
Advisor's Number of Clients:   500
Assets Managed by Advisor:   450,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Based on Assets, Flat Fee, Hourly
Fee % Based on Assets:   0.75%
Minimum Fee Charged for Hourly Planning Accounts:   $500


Board Positions

Organization:  Youth For Change  Chico, CA
Position :  President
Duration :  06/01/2016-Currently holding

Organization:  Chico Childrens Museum  Chico, CA
Position :  Board Member
Duration :  01/01/2021-Currently holding


Education

Bachelor of Science, Finance - Finance  Azusa Pacific - Los Angeles, CA
08/01/2005-05/30/2008



Disclosures

www.sweeneymichel.com


Disclaimer

Sweeney & Michel, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweeney & Michel, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sweeney & Michel, LLC unless a client service agreement is in place.

JOE SWEENEY

Sweeney & Michel, LLC

Joe is a founding partner at Sweeney & Michel, LLC and has been with the team since 2010, (when they were with an independent broker dealer firm). He graduated from the Azusa Pacific University finance program in Los Angeles in 2008 and earned his CERTIFIED FINANCIAL PLANNER" designation in 2013.

The Sweeney & Michel Firm's goal is to give people an opportunity to have all their financial concerns heard and thoughtfully addressed through low-cost investing and common-sense financial planning.

Outside of business hours, he enjoys spending time with his family, traveling, running, biking, playing basketball & softball.

He currently volunteers as the President of the Board at Youth For Change, a local non-profit organization. He is also on the Chico Childrens Museum board and the Co-Chair for the annual Enloe Golf Tournament.

My Team

Renee Michel is a founding partner of Sweeney & Michel, LLC, and has been with the team since 2003. She graduated from the University of Maryland, and later earned her MBA at Chico State. She helps people, businesses, and foundations create and implement achievable financial plans. Her goals are to help every client understand their financial situation and ultimately find financial peace. Renee is actively engaged in the Chico Salvation Army and the North Valley California Women for Ag

Joe is a founding partner at Sweeney & Michel, LLC and has been with the team since 2010. He graduated from the Azusa Pacific University finance program in Los Angeles in 2008, and earned his CERTIFIED FINANCIAL PLANNER designation in 2013. Joe's goal is to give people an opportunity to have all their financial concerns heard and thoughtfully addressed through financial planning. Outside of business hours, he enjoys spending time with his family, traveling, running, biking, playing basketbal ...more

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 and client onboarding. In the community, Katie supports non-profit organizations such as California Women in Agriculture (CWA), Cattle Women's Association, an ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 2:00 PM

Communities Served

Chico Paradise
Orland Colusa
Red Bluff

Compensation Arrangements

Check

Social Networks

tweeter facebook linkedin