Joon Um

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:

• IRS Enrolled Agent
• CERTIFIED FINANCIAL PLANNER™ (Joon Um Profile)
• Chartered Life Underwriter®
• Chartered Financial Consultant®
• QuickBooks Certified ProAdvisor

Education:

• Carnegie Mellon University Heinz College of Information Systems & Public Policy
  • Masters of Public Policy and Health Care Management
• Carnegie Mellon University Tepper School of Business
  • Bachelor of Business Administration and Marketing
• University of California Los Angeles
  • Personal Financial Planning Certification Program
• The American College of Financial Services
  • Chartered Life Underwriter Program
  • Chartered Financial Consultant Program