Family is extremely important to June Adams. She and her parents immigrated from Korea, and since then, she has worked hard to provide for her family and show her gratitude for a country that afforded them a wealth of opportunities. June spent eight years in the U.S. Army Reserve, serving her country and building her leadership and teamwork skills. She took those skills to help grow her professional family, the advisors and clients of Trilogy Financial. She continues to enjoy watching both her professional and personal families grow.
June started in the industry as a Financial Advisor, shortly after receiving her business economics degree from the University of California Santa Barbara. She eventually moved over to the administrative side of the business, becoming Trilogy’s first Vice President of Administration. In that role, she oversaw all administrative departments including Accounting, Recruiting, Payroll, Human Resources and IT. As the company grew, she started to take on more of a compliance leadership role. In 2015, with the creation of Trilogy Capital, June received the title of Chief Compliance Officer in addition to her Vice President of Administration role. Due to the growth of the company, she relinquished her administrative duties in 2019 to focus solely on compliance. In her current role, June is primarily responsible for ensuring compliance with regulatory requirements and is responsible for implementing procedures to prevent and detect compliance issues throughout the firm.
June has over two decades of experience with Trilogy and in the financial industry. She holds her Series 66 Registration with Trilogy Capital. She holds her Series 6, 7, 24, 51 and 63 Registrations with LPL Financial and holds a license for Life and Health Insurance.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.