HEADQUARTERS: 595 SKIPPACK PIKE SUITE400 BLUE BELL PA19027
Executive Partners
Joon Park
CEO
I embarked on my professional journey in Commercial Real Estate and Lending. Over two decades, I was the CEO of United International Consulting and United Mortgage Solutions, collaborating with numerous business owners. Additionally, I contributed as a business and financial columnist across various media platforms.
Throughout my career, I encountered numerous instances where clients required more comprehensive assistance beyond lending services. In response, I expanded my offerings to include financial services, striving to cater to all aspects of my clients' needs.
My overarching objective is to provide strategic solutions tailored to each client's unique requirements, addressing their financial needs comprehensively. Whether devising pension strategies or formulating exit plans for business owners, I aim to secure my clients' optimal path toward retirement. To achieve this, I have cultivated professional partnerships with top CPAs, Tax Attorneys, and Trust Attorneys, ensuring our clients receive the most informed and beneficial guidance.
I look forward to working on your retirement plan!
Home: Fort Washington, Philadelphia
Languages: Korean, English
Phone: (267) 968-8949 Email: jp@jnjfinancial.pro
Jay Kim, J.D., CPA
Legal Counsel
Jay Kim is a Legal and Tax Advisor, a role he held for years at Deloitte after he started in the tax advisory world at KPMG. After becoming a tax lawyer, Jay worked in tax controversy cases representing clients in all sorts of tax and legal compliance matters. He has extensive experience working with various individuals and businesses in complex tax planning.
Wealth Management Team
Stephen Park
Wealth Planner
Financial Advisor
Stephen Park brings nearly 20 years of experience on Wall Street, primarily on the institutional side of the finance industry. He spent the majority of his career at a hedge fund, where he served as Head Trader and was a key member of the investment team managing a $1.2 billion portfolio. In this role, Stephen worked closely with the Chief Investment Officer, delivering timely insights on macroeconomic trends, equity research, and hedging strategies.
Stephen’s core expertise lies in trading securities and derivatives across global markets, including North America, Latin America, Asia, and EMEA. Beyond his trading responsibilities, he played a crucial client-facing role, building and maintaining strong, long-term relationships with institutional partners—an aspect of his work he found especially rewarding.
In 2021, motivated by a desire to work more directly with individuals rather than institutions, Stephen made a strategic career transition into financial planning. Combining his extensive market experience with a passion for helping others, he founded Spark Wealth Management to provide personalized financial guidance and support.
WEALTH MANAGEMENT PARTNER
SPARK WEALTH MANAGEMENT
Every financial journey tells a story. For some, it's all about home and family. For others, it's about living an adventurous life, traveling the world. We look forward to helping you realize whatever shape your dreams take.
You Get the Whole Team!
Your Own Dedicated Advanced Team
We will work together as your own advanced team. You will have no limits in your financial planning service. Empower your strength with our professional collaboration service.
Tax Planning & Estate Planning
In over 90% of our cases, we were able to reduce taxes for our clients significantly! The tax savings we provide are not just one-time. These IRS-approved strategies are recurring from this year. Make your client receive these tax savings every year from now on. Your client may able to complete the Estate Planning with Tax Savings.
Advanced Financial Planning
Give your clients a reason to do business with you. Our experienced financial planning accommodates any needs of your client. JNJ professional alliance will provide the most sophisticated level of financial planning.
Full Support from Behind
Since we provide service professionals for many years, we know that your positioning is essential to your business. We will work the way you want. Our goal is to make the best result for you and your client.