Jungwoo Lee
CFA Candidate
FP&A and Investment Analysis
VITA AdvocateI provide free financial and accounting services to low-to-middle income individuals in need.• Tax Preparation
• Debt Management
• Intro to Financial Planning
• BudgetingIf these categories don't fit your needs, I have general experience with both personal and business finance; I may be able to accommodate.
Service Booking
Please use the Google form below to schedule my services, or feel free to reach out via email or Discord:Email: [email protected]
Discord: @son4mu
DISCLAIMER
This assistance is provided for informational and educational purposes only as a volunteer service and does not constitute professional financial, legal, or tax advice. I am not a licensed financial advisor, CPA, or debt relief professional, but rather a finance analyst, and no advisor-client relationship is created through this interaction. While I strive to provide helpful information regarding tax preparation, debt management, budgeting, and financial planning, all financial decisions involve risk and are your sole responsibility. I am not responsible for any errors, omissions, or the results obtained from the use of this information. You should consult with a qualified, licensed professional (such as a certified tax advisor or financial planner) before making any significant financial commitments. I accept no liability for any losses or damages resulting from the use of this service.I am committed to protecting your privacy and will treat all personal and financial information shared during our sessions as strictly confidential. I will not disclose your data to third parties without your express written consent, except as required by law.If you would like a legally binding confidentially agreement, you may request one.