Joon understands the essence of an entrepreneurial spirit and is connected to the distinct challenges and aspirations of business owners. His journey, marked by personal ventures encompassing start-ups, investments, and diverse business endeavors, equips him with a rich tapestry of real-world experiences. From the highs of success to the invaluable lessons of failure, Joon's journey imbues him with a profound understanding and empathy towards his clients.

 

Joon's insights are as varied as they are deep, boasting a broad spectrum of expertise in areas such as real estate and a multitude of self-employed ventures across various sectors. His approach to client service is reminiscent of a family physician's care – thorough, bespoke, and relentlessly focused on securing the most favorable tax outcomes. He treats every family and business with a level of attention and care that meets their immediate tax needs and fosters long-term financial health and prosperity by working with other advisors.

 

Professional Designations: 

CERTIFIED FINANCIAL PLANNER™

IRS Enrolled Agent

Chartered Life Underwriter®

Chartered Financial Consultant®

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Education:

Masters of Public Policy and Health Care Management

Carnegie Mellon University Heinz College of Information Systems & Public Policy

 

Bachelor of Business Administration and Marketing

Carnegie Mellon University Tepper School of Business

 

Personal Financial Planning Certification Program

University of California Los Angeles

 

Chartered Life Underwriter Program

Chartered Financial Consultant Program

The American College of Financial Services

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