Switchpoint Financial Planning LLC

SwitchPoint Financial Planning, LLC, established in 2016, is led by James Rhead Sweeney, a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). James holds a Master of Business Administration and a Master of Science in Finance from the University of Utah, along with a Bachelor's degree in Economics from Brigham Young University. With over a decade of experience in the financial industry, James has worked in various roles before founding SwitchPoint, where he serves as the Owner. As a CFP, James adheres to a fiduciary standard of care, ensuring that clients' best interests are prioritized. He has no disciplinary history and is not involved in any outside business activities, maintaining a focus on providing advisory services through SwitchPoint. The firm does not require a minimum initial investment and operates with transparency regarding fees. Clients can expect personalized financial planning services under the supervision of Kyle Wilhelm, the Chief Compliance Officer at SwitchPoint. James Sweeney's expertise and commitment to ethical standards make SwitchPoint a reliable choice for individuals seeking comprehensive financial guidance.