Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joseph S

CFP®, Series 66

Chico, CA

Sweeney & Michel, LLC

Joseph Sweeney is a CFP® with 15 years of industry experience, currently serving as an advisor at Sweeney & Michel, LLC. He previously worked at Cetera Advisor Networks LLC and is a silent partner in Fight Forward Kickboxing, LLC. He also holds a vice chair position with the Enloe Hospital Foundation golf tournament committee. Sweeney & Michel, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, research-driven approach focused on fundamental analysis and strategic asset allocation, managing approximately $626 million in assets through a compact advisory team.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Income planning Founder/Business Owner Retired
user avatar
firm logo

Katie J

Series 65

Chico, CA

Sweeney & Michel, LLC

Katie Junk is a financial advisor with Sweeney & Michel, LLC in Chico, CA, holding a Series 65 designation and five years of industry experience. She has worked at Sweeney & Michel since 2018 and previously spent six years at Sierra Central Credit Union. In addition to her advisory role, she is an insurance agent specializing in non-commissionable term life and disability insurance sales. Sweeney & Michel, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, research-driven approach with strategic asset allocation and manages a substantial asset base through a compact advisory team.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Income planning Founder/Business Owner Retired
user avatar
firm logo

Renee M

Series 63, Series 65

Chico, CA

Sweeney & Michel, LLC

Renee Michel is a financial advisor with Sweeney & Michel, LLC in Chico, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Sweeney & Michel since 2016 and previously with Cetera Advisor Networks. Outside of her advisory role, she serves as president of North Valley California Women for Ag, a nonprofit organization, and is a community advisory board member for the Salvation Army in Chico. Sweeney & Michel, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, research-driven approach utilizing fundamental analysis and strategic asset allocation across multiple investment vehicles, managing approximately $626 million in assets through a compact advisory team.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Income planning Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")