Meet Jonathan

Jonathan Zee is a seasoned Senior Manager with over 5 years of experience. He is adept at navigating the complexities of middle market operating entities, real estate, and high net worth individuals.

Jonathan is an alumnus of UC Berkeley, and he currently holds a CPA credential, underscoring his expertise and commitment to professional excellence. Jonathan’s educational background and professional credentials speak volumes about his capabilities.

Born and raised in West Covina, CA, Jonathan has always been passionate about taxes, basketball, and cooking. In his free time, he enjoys watching sports and attending concerts – a testament to his dynamic personality.

Currently residing in Tustin with his brother and their three Shiba Inu dogs, Jonathan embodies a blend of professional acumen and personal vibrancy.

What’s your go-to karaoke song?

“Don’t Stop Believing”.

What’s the most ridiculous fact you know?

There are more trees on earth (3.04 trillion) than stars in the Milky Way (100 billion).

If you didn’t HAVE to sleep, what would you do with the extra time?

I would still sleep.