Jun Shim

Jun Shim, CFP®, EA, is a Portfolio Manager at Modera Wealth Management, a position held since August 2023. Prior to this role, Jun served as a Financial Planner at CFO4Life, where investment advisory services were provided, from September 2021 to August 2023. Jun's experience includes military service as a Sergeant in the United States Army Reserve from November 2015 to November 2021, and roles at Fidelity Investments as a Workplace Planning Consultant and at Willis Towers Watson as an Associate. An Advisory Intern at Deloitte in 2015, Jun holds a Bachelor of Arts in Economics and Philosophy from Rutgers University, completed in 2016.