KKevin Sweeney PFS's
email & phone
Opt-OutCurrent Position:
Financial Planning Consultant at Avantax Planning PartnersLocation:
Danville, CaliforniaHow to contact Kevin Sweeney PFS
s***********n@avantax.com
+1-***-***-0336
Analytics
According to LinkedIn Kevin Sweeney PFS started working on 1984, then the employee has changed 1 company and 1 job. On average, Kevin Sweeney PFS works for one company for 21 years 2 months. Kevin Sweeney PFS has been working as a Financial Planning Consultant for Avantax Planning Partners for 273 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.Work Experience
Nov 2024 - Current
Jan 1984 - Current
Education
BS at University of San Francisco
Moreau Catholic High School
Leadership San Ramon Valley
Current Company Information Avantax Planning Partners
Name: Avantax Planning Partners
Speciality: Asset Management, Risk Management, Retirement Plan Services, Brokerage, Estate Planning, Tax Planning, Financial Planning, Wealth Managment
Location: Dubuque, IA, United States
Employees: 100-200
HQ Phone: 563-582-2855
Description: As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners℠ offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax...
Frequently Asked Questions
How long has Kevin Sweeney PFS been working as a Financial Planning Consultant?
Kevin Sweeney PFS's total experience in various companies as a Financial Planning Consultant 9 months.What industries has Kevin Sweeney PFS worked in?
Kevin Sweeney PFS works in the Financial Services. Previously, Kevin Sweeney PFS worked in the Accounting.What positions has Kevin Sweeney PFS held before?
Previously, Kevin Sweeney PFS worked as a Founding Partner.How do I contact Kevin Sweeney PFS?
Kevin Sweeney PFS's email address is s***********n@avantax.com, phone number is +1-***-***-0336. Sign up to get contact details.Who are Kevin Sweeney PFS's peers at other companies?
Kevin Sweeney PFS's peers at other companies are Stephen Agnew and Ryan Paschen and Melanie DeanFind email for 850M+ professionals
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