Joe Sweeney, CFP®
Certified Financial Planner™
Joe was born and raised in Chico, where he attended Chico High School and Butte College. After transferring to Azusa Pacific University, Joe completed his Bachelor of Science degree in Finance. Afterwards, he married his high school sweetheart, Britney and moved back to Chico. Their first child, Brooke, was born in May 2012.
Joe joined Asset Management Group to work alongside Brian Sweeney and his team, as well as develop his own practice. Specialty areas include tax-advantaged personal retirement planning (IRA's, Roth IRA's, 401k Rollovers etc.), non-profit corporate accounts, stock/bond portfolios and small-business 401(k)/profit sharing plans. He is excited to continue to help existing clients reach their goals while building his own client base.
He maintains his series 7 and 66 registrations. He also earned his CFP® Designation in 2013.
He is an active member in the Butte County Farm Bureau.
Please visit Brian, Renée & Joe's team-specific website at sweeneymichelamg.com