Family CFO in Los Angeles California

Taxes are Complex


1. Plan

2. Organize

3. Simplify

What is a Family CFO?

A Family CFO is a Trusted Advisor. 


As a Trusted Advisor, my job is more than to prepare tax returns, provide tax advice, set up accounting systems and processes for client businesses, and ultimately to be the Financial Quarterback for my clients. In so doing, I often work with wealth managers, attorneys, and other specialists in coordinating those services.


Just like a family physician, your Family CFO creates a personalized plan of care for you and your family to produce the best possible outcome. 

  1. Bring Order to Life with Financial Planning

  2. Get Everything Organized - Wills, Insurance policies, healthcare information, retirement accounts, and much more.

  3. Connect your family and other advisors with all the vital information

  4. Accurate Reporting & Analysis through (Re)Building Efficient Accounting System

  5. Business & Individual Tax Return Reporting, Reviewing, and Planning

  6. Results-Oriented with a Fixed Fee

Our Clients

Restaurant Accountant and Tax Professional


Real Estate Accountant and Tax Professional

 Real Estate

Contractors Accountant and Tax Professional


Manufacturers Accountant and Tax Professional


Self-Employed Accountant and Tax Professional


Copyright ©2016 by Offices of Joon Um, CFP®, EA, CLU®, ChFC®

(310) 623-4424  | 

9100 Wilshire Blvd #725E, Beverly Hills, CA 90210

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