Joseph Sweeney is a CFP-designated registered investment advisor at Sweeney & Michel, LLC, based in Chico, CA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 688 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sweeney & Michel offers investment management through bundled fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service.
Location
196 Cohasset Road, Suite 100, Chico, CA, 95926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the Vice Chair of the Enloe Hospital Foundation, spending minimal time administering agendas, discussing fundraising, and planning the golf tournament. He is also a silent partner in Fight Forward Kickboxing, LLC, contributing capital and business strategy.
Employment History
Current Registrations
Sweeney & Michel, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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