Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Managing Director, Founder
As the Founder of the firm, C.J. specializes in helping Cloud Architects with their financial strategy and financial transformation journey by connecting their life goals to our Cloud WealthMapping Framework.
C.J. began his career in 1999 as an Investment Management Analyst for Salomon Smith Barney (now Morgan Stanley Smith Barney). As an analyst, he assisted in the portfolio manager selection and performance monitoring of the portfolios of various non-profit and institutional clients in Washington DC.
Although investment analysis was of great interest to C.J., the desire to see clients successfully achieve their lifetime goals and to guide them along that journey was a growing motivating force within him. In 2004, he decided to transition his career from being an Investment Analyst to becoming a Financial Advisor. This transition began with Bank of America and Wells Fargo Advisors.
In 2009, C.J. recognized that the tax liability on his clients’ income and wealth was increasing and causing clients to keep less of what they earned. He envisioned partnering with a tax firm that would collaborate in providing effective wealth and tax management services toward improving client goals over time. After an exhaustive interview process, he chose to partner with Hundley CPAs Corporation (“HCPAs”). In 2015, HCPAs became Hundley Burn LLC.
In 2019, C.J. founded Wealth Transition Advisors LLC so that he could maintain his independence and also focus providing his specialized services exclusively for Cloud Architects and their families.
C.J. holds the Chartered Retirement Planning Counselor® designation (CRPC®) from the College of Financial Planning. Individuals that hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process utilizing models and techniques from real client situations. C.J. also received his Bachelor of Science in Finance from the University of Maryland, College Park, Md.
C.J. resides in NJ with his wife (Lisa) three children (Evan, Dylan and Josie) and their bulldog (Simon). He enjoys being a volunteer coach for various youth sports, playing soccer, golf, basketball, boating, jet skiing, doing yard work, upgrading his pick-up truck, learning new trades and spending time with his clients and their families.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.