Switchpoint Financial Planning LLC
Financial ServicesView the employees at
Switchpoint Financial Planning LLC-
James Sweeney, CFA, CFP® Fee-Only Financial Advisor | Small Business Owner
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Lehi, Utah, United States
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Rising Star
Kevin Dunford, CFP®, EA Associate Financial Advisor-
Coram, Montana, United States
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Top 10%
Kyle Wilhelm Operations Manager & Chief Compliance Officer at Switchpoint Financial Planning-
Kaysville, Utah, United States
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Rising Star
Overview
Switchpoint Financial Planning is a fee-only financial planning and investment management firm. Our mission is to empower our clients to reach their financial goals by providing direction, discipline and expertise. Our comprehensive approach is focused on simplifying your financial life so you can focus on what matters most.
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