Kevin Sweeney Email & Phone Number
Financial Planning Consultant @ HK Financial Services
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Kevin Sweeney Location
- Danville, CA, US
Kevin Sweeney Work
- 2024 -now Financial Planning Consultant @
- 1984 -now Founding Partner @ Sweeney Kovar LLP
Kevin Sweeney Education
- University of San Francisco
BS (Business, Accounting)
1972-1976 - Moreau Catholic High School 1968-1972
- Leadership San Ramon Valley
Kevin Sweeney Skills
- Financial Planning
- Retirement Planning
- Asset Management
- Insurance
- Tax
- Retirement
- Accounting
- Tax Preparation
- Small Business
- Financial Reporting
- 401k
- Wealth Management
- Portfolio Management
- Investments
- Estate Planning
- Investment Management
- Financial Advisory
- Investment Strategies
- Finance
- CPA
- Income Tax
- Leadership
- Public Speaking
- Business Development
- Management
Kevin Sweeney Summary
- Kevin Sweeney, based in Danville, CA, US, is currently a Financial Planning Consultant at Avantax Planning Partners. Kevin Sweeney brings experience from previous roles at Sweeney Kovar LLP. Kevin Sweeney holds a 1972 - 1976 BS in Business, Accounting @ University of San Francisco. With a robust skill set that includes Financial Planning, Retirement Planning, Asset Management, Insurance, Tax and more. Kevin Sweeney has 2 mobile phone numbers on RocketReach.
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