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@switchpointfinancial.com
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James Sweeney, Cfa, Cfp® is listed as Fee-Only Financial Advisor | Small Business Owner at Switchpoint Financial Planning LLC, a with 3 employees, based in Lehi, Utah, United States. AeroLeads shows a work email signal at switchpointfinancial.com and a matched LinkedIn profile for James Sweeney, Cfa, Cfp®.
James Sweeney, Cfa, Cfp® previously worked as Financial Advisor at Switchpoint Financial Planning Llc and Associate Advisor at The Martin Worley Group. James Sweeney, Cfa, Cfp® holds Master Of Business Administration - Mba from University Of Utah - David Eccles School Of Business.
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AeroLeads found 1 current-domain work email signal for James Sweeney, Cfa, Cfp®. Compare company email patterns before reaching out.
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.
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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.
Greater Salt Lake City Area
Responsible for account maintenance, trading, reporting, securities analysis, portfolio construction and management, investment proposals, and economic analysis.
Performed analysis and created in-depth reports of current portfolio holdings in Mortgage-Backed Securities and Corporate Bonds.
TA for an Introductory Investments course and an Investment Banking course.
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James Sweeney, Cfa, Cfp® works for Switchpoint Financial Planning LLC.
James Sweeney, Cfa, Cfp® is listed as Fee-Only Financial Advisor | Small Business Owner at Switchpoint Financial Planning LLC.
AeroLeads has found 1 work email signal at @switchpointfinancial.com for James Sweeney, Cfa, Cfp® at Switchpoint Financial Planning LLC.
James Sweeney, Cfa, Cfp® is based in Lehi, Utah, United States while working with Switchpoint Financial Planning LLC.
James Sweeney, Cfa, Cfp® has worked for Switchpoint Financial Planning Llc, The Martin Worley Group, Knox Capital Group, Beneficial Financial Group, and University Of Utah.
James Sweeney, Cfa, Cfp®'s colleagues at Switchpoint Financial Planning LLC include Kyle Wilhelm.
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James Sweeney, Cfa, Cfp® holds Master Of Business Administration - Mba from University Of Utah - David Eccles School Of Business.
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