Joseph Jung Fiduciary, Financial Advisor

As a Fiduciary Advisor at Trajan Wealth, Joseph is dedicated to helping individuals and families navigate complex financial decisions with clarity, confidence, and peace of mind. He specializes in wealth management, comprehensive financial planning, and risk management strategies tailored to each client’s distinct life goals. Grounded in the fiduciary standard, Joseph places client trust and objective, actionable guidance at the center of every relationship, with each financial plan structured to help preserve capital, build long-term wealth, and protect what matters most.

Joseph brings a depth of financial services and strategic planning experience to Trajan Wealth. Prior to joining the firm, he served as Director of Multicultural Markets at MassMutual, following several years as an Assistant Vice President and Financial Solution Advisor with Bank of America and Merrill. His experience also includes mortgage origination with the Neighborhood Assistance Corporation of America (NACA) and financial leadership roles across diverse market segments. Joseph holds Life and Health Insurance licenses alongside his Series 7 and Series 66 securities licenses, an M.Div., and an M.A. in Leadership Studies.

Beyond his professional practice, Joseph is deeply committed to community leadership and service. He has spent years leading youth ministries, directing community development programs, and serving on non-profit boards. Outside the office, Joseph enjoys spending quality time with his wife and son, engaging in community outreach, and staying involved in local educational initiatives.