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Jun Shim, CFP®, EA

Jun Shim, CFP®, EA

Financial Planner

As a Financial Planner, Jun works with the Financial Planning team to help clients achieve their financial goals. He is responsible for developing and implementing clients’ various financial planning strategies and providing client support.

Prior to joining CFO4Life, Jun worked at Fidelity Investments where he helped clients prepare and plan for retirement. He started his career at Willis Towers Watson in human capital consulting where he worked with organizations to improve their health & benefits programs. He has also served 6 years in the U.S. Army Reserve. Jun graduated with a B.A. in Economics from Rutgers University in 2016.

Jun grew up in New Jersey and currently resides in Carrollton. Outside of the office, Jun enjoys exercising, traveling, and spending time outdoors.