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What we will cover during the consultation session:

  • Your Current Situation & Goals to help us to better understand what you're looking for.

  • Free Tax Savings Assessment to discover any tax savings opportunities.

  • Where To Look for improvements in your business and personal taxes, accounting & finances.

Joom Um | Certified Financial Planner

Offices of Joon Um


IRS Enrolled Agent

Chartered Life Underwriter

Chartered Financial Consultant

Quickbooks Certified Proadvisor

America's Health Insurance Plans Certified

Certified Real Estate Pricing Specialist

(310) 623-4424

9100 Wilshire Blvd #725E

Beverly Hills, CA 90210

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