Jun Bo
Shim
Cfo4Life
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About this Advisor
Jun Bo Shim is a certified financial planner operating out of Coppell, Texas who has 2 years of industry experience. Shim is an employee of Cfo4Life. Throughout their career, they have worked at Fidelity Investments, Willis Towers Watson, United States Army Reserve, Deloitte & Touche Llp, Affinity Federal Credit Union, At&T, Walmart Inc, Liberty University, Rutgers, The State University Of New Jersey, Middlesex County College, Temple University, Cfo4Life, LLC and Ausdal Financial Partners, Inc. Shim holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Cfo4Life is a company headquartered in Coppell, TX. The firm has offices in two locations and a total of 20 employees. It manages $2 billion in total assets between its 837 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 26 charities and foundations. Of its 837 client accounts, 30% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on the services provided. However, fees billed by Cfo4Life may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cfo4Life Brokerage Details
$1,710,151,063
20
837
$2,043,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jun Bo Shim Work History
Jun Bo has been registered as a financial advisor for 2 years.*
Cfo4Life, LLC
Ausdal Financial Partners, Inc
Fidelity Investments
Liberty University
Willis Towers Watson
United States Army Reserve
Deloitte & Touche Llp
Affinity Federal Credit Union
At&T
Middlesex County College
Walmart Inc
Rutgers, The State University Of New Jersey
Temple University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jun Bo Shim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cfo4Life
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
