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Jun Chea

Wealth Advisor

Financial Insights

United States, Washington, Tacoma

About Me

As a seasoned professional, Jun presents his clients with integrated wealth strategies and comprehensive, objective advice. He meticulously guides his clients through a proven wealth management process, coordinating all of the components in a simple, accessible way. Working closely with a team of experts, he helps clients define their goals and then develop strategies and solutions for their unique situation. Jun has guided some of the most successful families and individuals, including retirees, business owners, executives, physicians, other professionals and non-profits in Washington, Oregon, California and Arizona. Jun takes personal ownership when addressing trust and estate planning

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Profile Information

Wealth Advisor

Financial Insights

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Tacoma

Washington

United States

Jul 26, 2024

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