—  ADVISING BEFORE WE LANDED ON THE MOON —

 

State Licenses:

ALASKA
ARIZONA
ARKANSAS
CALIFORNIA
FLORIDA
GEORGIA
IDAHO
OREGON
TEXAS
WASHINGTON
 

 

For nearly half a century, Western Financial Planning has been consulting with businesses and individuals on how to best manage their investments and assets.


JOHN MICHAEL "MIKE" SWEENEY

Mike's early career was in education. After nearly two decades in education, he went on to financial planning and bought Western Financial Planning from his friend, Jack Hogan, who started the business in 1972. Many of Jack's clients are still our clients today. 

Mike spends his favorite moments either in the sky, on the slopes, or underwater. His favorite past-time is flying. He is also a Level 3 certified ski instructor and a dive master.

 

Founded
1976

Western Financial Planning
serves a wide variety
of individuals and industries.
We invite you to become
A part of our family.