Samuel June

We help founders and principals of closely held businesses, executives at public companies, families and individuals streamline financial responsibilities and strategically pursue their ideal visions for growth. With over 25 years’ experience, we greatly appreciate making a difference in our clients’ financial lives and business growth, while guiding them toward their unique vision of success.

My Wealth Management Approach:

By working to strategically align both sides of our clients’ balance sheets, I help to better position them for sustainable growth.  Along with my team, I assist clients in building long-term liquidity while helping to meet their myriad of goals.  Throughout our relationship, I listen closely and strive to understand clients’ needs, thoughts, and concerns as they evolve. My goal is to use this perspective to help them foresee future obstacles and opportunities, and maintain a clear, actionable financial path.

Connect With Me If You:

• Plan to transition or go public with your company and need strategic help with the financial road ahead
• Seek a long-term wealth management resource who can help take you to the next growth stage
• Desire advice and guidance designed to help minimize risk and enhance financial efficiency
• Seek a second opinion on your organization’s financial health
• Need to streamline your financial responsibilities and gain access to deeper resources that support both cash flow and liquidity needs

Sam has been in the financial services industry since 1989 and joined Merrill Lynch Wealth Management in 2011.  He holds the Certified Plan Fiduciary Advisor, CPFA^TM designation.  Sam and his wife reside in Laguna Niguel and have three daughters and three granddaughters.  In his spare time, Sam likes to golf and visit his grandchildren in Oregon.