Jun Chea, CFP®, CWS®

Vice President

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 needs, implementing investment strategies, and carrying out retirement planning needs and insurance strategies.

Education

• Bachelor of Business Administration with Finance Concentration – Pacific Lutheran University
• Pacific Coast Banking School

Professional/Community

• Tacoma Community College Foundation Board of Directors
• MultiCare Good Samaritan Foundation Board of Directors
• Tacoma Estate Planning Council
• South Sound Planned Giving Council

When Not Working

• Run Marathons
• Golf
• Travel
• Volunteer