James Sweeney
Fee-Only Financial Advisor | Small Business Owner
- Role
- Financial Advisor at Switchpoint Financial Planning Llc
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About James Sweeney
I\'m changing the paradigm of financial advice from sales to profession by offering…
Experience
Financial Advisor
Switchpoint Financial Planning Llc
Mar 2016 — Present · Provo, UT, US
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.
Education
University of Utah - David Eccles School of Business
MS, Finance
2010 — 2011
University of Utah - David Eccles School of Business
Master of Business Administration - MBA
2017 — 2019
Brigham Young University
BA, Economics
2005 — 2010
Skills
- Valuation
- Strategy
- Analysis
- Portfolio Management
- Financial Analysis
- Investments
- Finance
- Trading
- Investment Banking
- Financial Planning
- Corporate Finance
- Financial Modeling
- Economics
- Microsoft Excel
- Asset Management
- Management
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