June Wang Scortino is passionate about having meaningful conversations with families to help them define and pursue their financial goals and dreams. She specializes in creating personalized financial game plans—roadmaps designed to pursue both short-term needs and long-term aspirations. June provides a full suite of financial solutions, products, and services, including but not limited to retirement planning, wealth accumulation, college planning, investments, and insurance.

 

A dynamic combination of Financial Planner, Chartered Financial Consultant® (ChFC®), and Educational Consultant, June brings a comprehensive perspective to college and financial planning. She helps families develop efficient strategies for funding college expenses, identify and pursue scholarship opportunities, and understand how education costs can affect other important financial priorities, including retirement and long-term financial confidence.

 

Making even the most expensive college education more manageable is one of June’s specialties. She helps families navigate the complexities of college planning with the goal of maximizing available resources, minimizing costly mistakes, and developing strategies that balance educational goals with the family’s broader financial future.

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June is a dedicated and accomplished financial planner who is passionate about helping individuals and families build financial confidence and achieve their long-term goals. Her professional accomplishments include qualifying for Court of the Table with the Million Dollar Round Table (MDRT) and earning Leader’s Council recognition.

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Outside of her professional life, June is an avid athlete, world traveler, and adventurer. She enjoys hiking, skiing, pickleball, badminton, table tennis, and tennis, and she has a lifelong passion for staying active and exploring the world.​ June is also a proud community leader in Bridgewater, New Jersey, where she is actively involved in serving and supporting the local Chinese-speaking community. Above all, June’s greatest love is her family. She especially cherishes the time she spends with her son and the adventures and experiences they share together.