June Berglund, CMT<sup>®</sup>, FPQP<sup>®</sup><sup><br /></sup>
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203.318.8892

At a glance

  • 17 years of experience in the financial services industry
  • Animal rescue organization volunteer
  • CMT®, Chartered Market Technician®
  • FPQP®, Financial Paraplanner Qualified Professional™

June Berglund, CMT®, FPQP®

Client Service Manager

How do I help clients live better?

Being a lifetime learner has provided added value for so many clients. I pride myself on being a good listener and sincere in my actions. At the end of any conversation, I want the client to feel content that their questions and needs have been taken care of.

Outside of work…

I enjoy cooking during the cold months and being outdoors in the warm weather. Walking the dogs is always a treat, relaxing on the deck and hosting get-togethers with family and friends.

Favorite quote

Do things for people not because of who they are or what they do in return, but because of who you are."
- Harold S. Kushner

At a glance

  • 17 years of experience in the financial services industry
  • Animal rescue organization volunteer
  • CMT®, Chartered Market Technician®
  • FPQP®, Financial Paraplanner Qualified Professional™

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