Lee, Jessica, J, MD is a San Diego-based firm that specializes in tax-efficient wealth management and tax planning solutions. With a team of dedicated CPAs and CFPs, they aim to help clients maximize tax-efficiency at both the personal tax and portfolio management level, ultimately keeping more profits in their clients' pockets.
As fee-only advisors, Lee, Jessica, J, MD provides integrated planning, wealth management, and tax services, with a focus on tax savings. Their forward-thinking approach and expertise in strategic tax planning, location optimization, tax-loss harvesting, and Roth conversions make them a trusted choice for individuals looking to achieve their financial goals while minimizing their tax liabilities.
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