CFP®, EA, CLU®, ChFC®
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.
CERTIFIED FINANCIAL PLANNER™*
IRS Enrolled Agent**
Chartered Life Underwriter®***
Chartered Financial Consultant®****
QuickBooks Certified ProAdvisor*****
Masters of Public Policy and Health Care Management
Bachelor of Business Administration and Marketing
Personal Financial Planning Certification Program
Chartered Life Underwriter Program
Chartered Financial Consultant Program
Mortgage Loan Officer NMLS# 2355670
CA Real Estate Broker DRE# 01834874
Life & Health Insurance Agent CDI# 0846276
*The CERTIFIED FINANCIAL PLANNER™ certification reflects the highest level of competency, ethics, and professionalism. CFP® practitioners are held to a high ethical standard and must abide by strict rules and compliance standards. We have also met and continue to maintain a set of very high standards set by the CFP Board. These include industry experience, education, ethics, and passing a rigorous comprehensive CFP® Certification Exam. Visit the CFP Board website to learn more.
**The Enrolled Agent Credential is an elite credential issued by the IRS to tax professionals who demonstrate special competence in federal tax planning, individual and business tax return preparation, and representation matters. Enrolled agents have unlimited representation rights; allowing you to represent your clients on all tax matters before the IRS. More information is available at www.irs.gov/tax-professionals/enrolled-agents
***The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in delivering financial advice.
****The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning.
*****A Quickbooks ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success. A QuickBooks ProAdvisor is someone familiar with the QuickBooks product line who has joined the QuickBooks ProAdvisor program and passed a certification exam.