ABOUT Mia lee
MIA LEE
Before my foray into the industry as Mia, I spent 12 years as a forensic accountant at some of the world's leading global consulting firms. Five years ago, I began my pro-bono work in providing financial literacy and education to our community. In melding my two careers in finance and entertainment, I co-founded Mia Lee Financial with two of the best portfolio managers in the world to offer my colleagues an avenue to wealth building and financial independence.
I'm both a licensed CPA (certified public accountant) and registered investment advisor with a Series 65.* I've also been profiled in leading publications such as the Washington Post, Business Insider and Cosmopolitan.
*Licenses are issued under my legal name, which is disclosed in regulator filings to our clients.
JAE CHUNG
Through a career developed at top-tier firms, Jae brings over 20 years of distinguished expertise in financial services and investment management. His deep industry knowledge is further strengthened by the academic rigor of earning both the Chartered Financial Analyst (CFA) designation and MBA.
Together with Mia, Jae co-founded Mia Lee Financial, a firm dedicated to delivering expert, high-impact financial advisory services with a mission to empower traditionally underserved communities to preserve, accumulate, and build lasting wealth.