Juna Chiang,  Cfp®
AeroLeads people directory · profile

Juna Chiang, Cfp® Email & Phone Number

Manager, Trading Operations at Beacon Pointe Advisors
Location: Newport Beach, California, United States 3 work roles 2 schools
1 work email found @beaconpointe.com 1 phone found area 949 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@beaconpointe.com
Direct phone (949) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Manager, Trading Operations
Location
Newport Beach, California, United States
Company size

Who is Juna Chiang, Cfp®? Overview

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Quick answer

Juna Chiang, Cfp® is listed as Manager, Trading Operations at Beacon Pointe Advisors, a company with 186 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 949, and a matched LinkedIn profile for Juna Chiang, Cfp®.

Juna Chiang, Cfp® previously worked as Senior Financial Planner at Beacon Pointe Advisors and Consultant at Jc Financial Planning & Investments Llc. Juna Chiang, Cfp® holds Msph from University Of California, Los Angeles.

Company email context

Email format at Beacon Pointe Advisors

This section adds company-level context without repeating Juna Chiang, Cfp®'s masked contact details.

*@beaconpointe.com
71% confidence

AeroLeads found 1 current-domain work email signal for Juna Chiang, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Juna Chiang, Cfp®

Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth. When outside of the financial realm, I am also a real estate broker. I enjoy spending time with my children and friends and volunteering.

Listed skills include Strategic Financial Planning, Retirement Planning, College Planning, Protection Planning, and 6 others.

Current workplace

Juna Chiang, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe Advisors
Beacon Pointe Advisors
Manager, Trading Operations
newport beach, california, united states
Employees
186
AeroLeads page
3 roles · 17 years

Juna Chiang, Cfp® work experience

A career timeline built from the work history available for this profile.

Manager, Trading Operations

Current

Newport Beach, CA

Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to.

Mar 2016 - Present

Senior Financial Planner

Beacon Pointe Advisors

Newport Beach

I worked in Strategic and Financial Planning Department to help clients enhance their possibilities of achieving their life goals by providing with information to make decisions and plans regarding retirement, insurance, college savings and estate planning needs.

Jun 2010 - Oct 2015

Consultant

Jc Financial Planning & Investments Llc

Long Beach, CA

2009 - 2010 ~1 yr
Team & coworkers

Colleagues at Beacon Pointe Advisors

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

2 education records

Juna Chiang, Cfp® education

Bachelor Of Science (Bs)

Providence College, Taiwan
FAQ

Frequently asked questions about Juna Chiang, Cfp®

Quick answers generated from the profile data available on this page.

What company does Juna Chiang, Cfp® work for?

Juna Chiang, Cfp® works for Beacon Pointe Advisors.

What is Juna Chiang, Cfp®'s role at Beacon Pointe Advisors?

Juna Chiang, Cfp® is listed as Manager, Trading Operations at Beacon Pointe Advisors.

What is Juna Chiang, Cfp®'s email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Juna Chiang, Cfp® at Beacon Pointe Advisors.

What is Juna Chiang, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 949 for Juna Chiang, Cfp® at Beacon Pointe Advisors.

Where is Juna Chiang, Cfp® based?

Juna Chiang, Cfp® is based in Newport Beach, California, United States while working with Beacon Pointe Advisors.

What companies has Juna Chiang, Cfp® worked for?

Juna Chiang, Cfp® has worked for Beacon Pointe Advisors and Jc Financial Planning & Investments Llc.

Who are Juna Chiang, Cfp®'s colleagues at Beacon Pointe Advisors?

Juna Chiang, Cfp®'s colleagues at Beacon Pointe Advisors include Scott Ayers, Merriweather Mulé, Cdfa®, Cfp®, Maria Caracoza, David Szabla, Cfp®, Crpc®, and Thomas Chapman.

How can I contact Juna Chiang, Cfp®?

You can use AeroLeads to view verified contact signals for Juna Chiang, Cfp® at Beacon Pointe Advisors, including work email, phone, and LinkedIn data when available.

What schools did Juna Chiang, Cfp® attend?

Juna Chiang, Cfp® holds Msph from University Of California, Los Angeles.

What skills is Juna Chiang, Cfp® known for?

Juna Chiang, Cfp® is listed with skills including Strategic Financial Planning, Retirement Planning, College Planning, Protection Planning, Real Estate, Life Insurance, Personal Financial Planning, and Certified Financial Planner.

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