Jean joined Young Wealth Management in 2019. Jean worked in municipal finance at UBS Financial Services and nonprofit finance at the Nonprofit Finance Fund. Jean is a SEC Registered Investment Advisor (RIA). She currently serves as Board President of the Davis Korean School and she volunteers for the Yolo Community Foundation's Yolo Youth Scholarship Award Committee. She holds a BA in English Literature from Swarthmore College, an MSW from the University of Pennsylvania, and an MBA from Columbia Business School. When she is not working, you can find Jean studying for her CFP exam, shuttling her three sons to their many, many after school activities and, on occasion, if she gets really luc