As a Senior Manager with the SC&H Wealth team, Jaewon Lee works with high net worth individuals to help them with tax-planning and reaching their financial goals. In his time with SC&H, Jaewon has worked with international based clients, specifically US citizens living abroad and foreign nationals residing within the States.
Jaewon has more than eight years of experience under his belt helping to solve complex financial problems for a multitude of clients and in the unique tax challenges faced by many immigrants. Additionally, Jaewon works hand-in-hand with the rest of the SC&H team to develop a comprehensive and highly customized financial plan for his clients.
Above all, Jaewon loves to help people learn more about the tricky and complicated world of personal finance. He believes in educating his clients, and working with them to achieve their financial goals. For him, there’s nothing more satisfying than watching people realize their dreams.
A performer as well as a listener, Jaewon is a trained pianist and performs a weekly piano accompaniment during the service at the Warminister Bible Presbyterian Church in Pennsylvania.
Jaewon is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA). He is a licensed CPA in both Maryland and Pennsylvania, maintains his Series 65 license as a registered investment adviser representative, and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
