Joon Cho Email & Phone Number
Director @ M Financial Group
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Joon Cho Location
- Dallas, TX, US
Joon Cho Work
- 2025 -now Director @
- 2014 -2025 Corporate Vice President @ The Nautilus Group
- 2009 -2014 Corporate Vice President @
- 2009 -2013 Corporate Vice President | Case Coach @
- 2009 -2011 Board Member @ Suffolk University Law School DC Alumni Chapter | Board of Directors
- 2007 -2009 Financial Planning Specialist | Wealth Management @
- 2009 -2009 Educational Scholarship Committee @ USPAACC
- 2005 -2009 Commissioner @ Fairfax County Human Rights Commission
- 2005 -2007 Financial Consultant @
- 2002 -2006 Leadership Committee Member | Teacher @ Korean Central Presbyterian Church
- 1989 -2006 Teacher | Assist. Director @ Various Youth Group Ministries
- 2005 -2005 Committee Member @ Fairfax County Public School Human Relations Advisory Board
- 1999 -2005 Consultant @ Private Equity Real Estate Investment Group | Management
Joon Cho Education
- Smith Barney
FPS (Financial Planning Specialist Designation)
2007 - Suffolk University Law School
Juris Doctor (Law)
1995-1999 - Calvin University
Bachelor of Arts (Sociology)
1989-1992
Joon Cho Skills
- Strategic Partnerships
- Retirement Planning
- Estate Planning
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement
- Fixed Annuities
- Series 7
- Asset Management
- Insurance
- Portfolio Management
- Asset Allocation
- Risk Management
- Strategy
- Mergers & Acquisitions
- Financial Advisory
- Financial Services
- Wealth
- Life Insurance
- Disability Insurance
- Employee Benefits
- Securities
- Finance
- Financial Planners
- 401k
- Pensions
- Mutual Funds
- Investment Advisory
- Series 63
- Investment Strategies
- Uniform Combined State Law
- IRAs
- Long-term Care
- Series 6
- Leadership
- Alternative Investments
- Investment Management
- Wealth Management Services
- FINRA
- High Net Worth Individuals
- Long Term Care Insurance
- Succession Planning
- Equities
- Personal Financial Planning
- Credit
- Term Life Insurance
- Financial Markets
- Variable Annuities
- 401k Rollovers
- Personal Finance
- Social Media
- Mergers and Acquisitions
- Research
- Planning
- Sales
- Coaching
- Long Term Care
- Public Speaking
- Project Management
- Training
- Advance Planning
- Financial Planning
Joon Cho Summary
- Joon Cho, based in Dallas, TX, US, is currently a Director at M Financial Group. Joon Cho brings experience from previous roles at The Nautilus Group, New York Life | Advanced Planning Group and Suffolk University Law School DC Alumni Chapter | Board of Directors. Joon Cho holds a FPS in Financial Planning Specialist Designation @ Smith Barney. With a robust skill set that includes Strategic Partnerships, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial Planning and more. Joon Cho has 3 emails and 1 mobile phone numbers on RocketReach.
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