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June W. Tuman, CFP
WealthSpring Financial Advisors, LLC
June W. Tuman, CFP is a financial professional who serves as the Financial Planner and Owner of WealthSpring Financial Advisors, LLC.1 She has held this position since January 2011, accumulating over 13 years of experience in this role.1
WealthSpring Financial Advisors, LLC, the company June owns and operates, is a fee-only wealth management firm that specializes in helping clients manage their financial affairs.3 The firm's approach differs from traditional stockbrokers and insurance agents, focusing on comprehensive financial planning and management.
June's qualifications include:
- Certified Financial Planner (CFP) designation, which she obtained in 2008.2
- Completion of Georgetown University's Certificate Program on Financial Planning.2
- Chartered Retirement Planning Counselor (CRPC) designation.2
As a financial planner, June's goal is to help her clients achieve financial confidence and live joyfully.4 Her approach likely involves providing personalized financial advice, retirement planning, and wealth management services to her clients.
It's worth noting that June W. Tuman may also be known as Jiyon W. Tuman in some professional contexts, as indicated by her investment adviser registration.5 This registration shows that she has 16 years of experience in the financial industry and has worked with 4 firms throughout her career.5
