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.


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


Bachelor’s degree in Economics from San Diego State University


  • Retirement Plan Management

Chief Friendly Officer

Meet The Team: