David Rhee, CPA, CFP, PhD

David Rhee started his firm 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, and a Certified Financial Planner™ professional  who is permitted to represent clients on all tax matters before the Internal Revenue Service.

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 grown children  – David is involved with several community activities. Besides his family, his favorite activity is spending time with his three dogs, Moose the German Shepherd, Presley the Beagle and Shiny the Border Collie!

Office Associates

Carol, Jane, Pam, TJ and Stephanie all pitch in to help run the office in smooth, efficient manner. 🙂