June Okafor at a client's kitchen table, sorting paper statements while she talks

Advisor · Families & owners

June Okafor

Ext. 203

On a call · ext. 201

CFP®

June works with families and business owners, often over years rather than months. She plans the sale of a business two years before it happens, sorts out RSUs and options before they vest, and builds college funds that do not crowd out retirement.

She is the advisor most likely to visit you at home. Clients say she is calm in exactly the moments when nobody else is.

Ask me about

Selling a business

Equity compensation

College funding

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