Jun Shim

Financial Planner at CFO4Life - Coppell, TX, US

Jun Shim's Colleagues at CFO4Life
Sara Price

Administrative Assistant

Contact Sara Price

Levi Mcmellian

chief executive officer | founding partner | managing director

Contact Levi Mcmellian

Sean Alford

Investment Solutions Manager and Senior Financial Planner

Contact Sean Alford

Kristina Miller

Director, Operations & Planning, Senior Financial Planner

Contact Kristina Miller

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Jun Shim's Contact Details
HQ
563-326-2064
Location
Dallas-Fort Worth Metroplex
Company
CFO4Life
Jun Shim's Company Details
CFO4Life logo, CFO4Life contact details

CFO4Life

Coppell, TX, US • 20 - 49 Employees
Financial Services

CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners®, and MBAs provides personalized and comprehensive guidance for wealth management. We seek opportunities to maximize your wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. We give you what you want- more time, less stress.Advisory services through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Dr., Davenport, IA 52807. 563-326-2064 CFO4Life Group, LLC. and Ausdal Financial Partners are separately owned and operated.

Retirement and Family Planning Investments Risk Management (Insurance) Employee Benefits Estate Planning Tax Planning Financial Services Financial Advisory Services
Details about CFO4Life
Frequently Asked Questions about Jun Shim
Jun Shim currently works for CFO4Life.
Jun Shim's role at CFO4Life is Financial Planner.
Jun Shim's email address is ***@mycfo4life.com. To view Jun Shim's full email address, please signup to ConnectPlex.
Jun Shim works in the Financial Services industry.
Jun Shim's colleagues at CFO4Life are Victoria Areingdale, Michelle Hahn, Sara Price, Levi Mcmellian, Sean Alford, Kristina Miller, Coltin Davis and others.
Jun Shim's phone number is 563-326-2064
See more information about Jun Shim