David Rhee, CPA, CFP, PhD
David Rhee started his firm in 2001 with the goal of delivering highly personalized tax and financial advice to his clients. He has in-depth tax and financial expertise and experience in a broad range of industry sectors such as technology, construction, health care, and retail.
David’s education includes a B.S. in Engineering from University of California at Berkeley, and both S.M. and Ph.D. degrees in Engineering from MIT, Cambridge. He also holds a M.S. in Management from Bridgewater State College.
David is a Certified Public Accountant, a Certified Financial Planner™ professional and an Enrolled Agent who is permitted to represent clients on all tax matters before the Internal Revenue Service. He is also a holder of Series 7 and Series 66 licenses.
Earlier in his career, David worked in private industry successfully assisting technology companies to develop new markets and strategic alliances between the U.S. and Asia.
David is a member of the Massachusetts Society of Certified Public Accountants, the MIT Alumni Association, and UC Berkeley Engineering Alumni Association.
Married with two children –two grown children – David is involved with several community activities. Besides his family, his favorite activity is spending time with his three dogs, Bella the Chihuahua, Presley the Beagle and Shiny the Border Collie!
Carol, Jane, Pam and Stephanie all pitch in to help run the office in smooth, efficient manner. 🙂
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.