Soojin Jun

Client Relations Manager

Soojin serves as the primary contact for clients and plan-sponsors to assist with day-to-day administrative responsibilities. She is responsible for generating plan analysis reports, preparing materials for 401(k) committee meetings, and managing the fiduciary vault.

Interests

In her free time, Soojin likes to travel, discover new restaurants, paint, play piano and cello, and collect figures.

Education

Bachelor’s degree in Economics from San Diego State University

Specialty

Retirement Plan Management

Doby

Chief Friendly Officer

Meet The Team:

Daniel T. Dubois

Managing Director

Shawna Christiansen

Retirement Consultant

Adam Baker

Financial Advisor

Alex Esposito

Financial Consultant

Asa Kajihiro

Managing Director

Javin Nohara

Operations Coordinator-Financial Wellness Assistant

Michael Lee Dodge, Sr.

Financial Advisor

Michael McDaid, CFP®

Financial Advisor & Retirement Planning Specialist

Rylen Yamamoto

Retirement Consultant

Soojin Jun

Client Relations Manager

Tia Duraj

Client Relations Manager

CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Investment Advice offered through Resources Investment Advisors, an SEC-Registered Investment Advisors and wholly-owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA, Resources Investment Advisors, and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA, Resources Investment Advisors, and OneDigital Investment Advisors and are not authorized to provide, and do not provide investment advisory services.

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