James Sweeney, Cfa, Cfp®

James Sweeney, Cfa, Cfp® Email and Phone Number

Fee-Only Financial Advisor | Small Business Owner @ Switchpoint Financial Planning LLC
lehi, utah, united states
James Sweeney, Cfa, Cfp®'s Location
Lehi, Utah, United States, United States
James Sweeney, Cfa, Cfp®'s Contact Details

James Sweeney, Cfa, Cfp® work email

James Sweeney, Cfa, Cfp® personal email

n/a
About James Sweeney, Cfa, Cfp®

I'm changing the paradigm of financial advice from sales to profession by offering holistic financial planning and investment management for a transparent flat annual fee. No commissions. No % of assets fee. Just unbiased, expert advice.

James Sweeney, Cfa, Cfp®'s Current Company Details
Switchpoint Financial Planning LLC

Switchpoint Financial Planning Llc

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Fee-Only Financial Advisor | Small Business Owner
lehi, utah, united states
Website:
switchpointfinancial.com
Employees:
3
James Sweeney, Cfa, Cfp® Work Experience Details
  • Switchpoint Financial Planning Llc
    Financial Advisor
    Switchpoint Financial Planning Llc Mar 2016 - Present
    Provo, Utah Area
    I provide comprehensive financial planning and investment management to individuals and families on a fee-only basis. I specialize in helping working professionals simplify their financial lives and plan for a future of financial independence.
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  • The Martin Worley Group
    Associate Advisor
    The Martin Worley Group Aug 2013 - Mar 2016
    Midvale, Ut
    View
  • Knox Capital Group
    Investment Analyst/Trader
    Knox Capital Group Aug 2011 - May 2013
    Greater Salt Lake City Area
    Responsible for account maintenance, trading, reporting, securities analysis, portfolio construction and management, investment proposals, and economic analysis.
  • Beneficial Financial Group
    Investment Analyst Intern
    Beneficial Financial Group Sep 2010 - May 2011
    Performed analysis and created in-depth reports of current portfolio holdings in Mortgage-Backed Securities and Corporate Bonds.
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  • University Of Utah
    Teaching Assistant
    University Of Utah 2010 - 2011
    TA for an Introductory Investments course and an Investment Banking course.
    View

James Sweeney, Cfa, Cfp® Education Details

Frequently Asked Questions about James Sweeney, Cfa, Cfp®

What company does James Sweeney, Cfa, Cfp® work for?

James Sweeney, Cfa, Cfp® works for Switchpoint Financial Planning Llc

What is James Sweeney, Cfa, Cfp®'s role at the current company?

James Sweeney, Cfa, Cfp®'s current role is Fee-Only Financial Advisor | Small Business Owner.

What is James Sweeney, Cfa, Cfp®'s email address?

James Sweeney, Cfa, Cfp®'s email address is ja****@****ial.com

What schools did James Sweeney, Cfa, Cfp® attend?

James Sweeney, Cfa, Cfp® attended University Of Utah - David Eccles School Of Business, University Of Utah - David Eccles School Of Business, Brigham Young University.

Who are James Sweeney, Cfa, Cfp®'s colleagues?

James Sweeney, Cfa, Cfp®'s colleagues are Kyle Wilhelm.

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