
Call us: (800) 748-4159
Check our background on FINRA's BrokerCheck
Jean Kwon, CPA, RFC®
Tax & Wealth Advisor
As a member of the Tax Team, Jean's focus is on business tax returns and providing support to her fellow CPA's.
Jean holds a BS degree in Human Ecology and a minor in Business Administration from Sookmyung Women's University in Seoul.
Being a Korean American and having lived in both the United States and Korea, not only is she able to speak both languages fluently, she fully understands the cultures of both countries.
Jean also holds Series 7 and Series 66 securities registrations and California life and health insurance licenses.