Relationship Team

YOUNG LEE

Manager

manager_ylee “I believe balance is the key in achieving success in everything you do. With balanced expertise in both tax and attest fields, I enjoy helping my clients reach their financial and operational goals in regards to tax and GAAP compliance.”

Following his graduation from the University of California San Diego, Young continued his studies to obtain the necessary units to sit for the CPA exam, which he successfully completed and passed.  He joined Wertz & Company at the start of his career focusing in the audit and attest area, but has since broadened his expertise by expanding his involvement in the area of tax compliance and financial statement analysis.

Career

  • Intern at Choi, Kim & Park, LLP, San Diego
  • Staff Accountant, Senior Accountant, Tax Manager, Wertz & Company

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Arts in Economics, University of California, San Diego

Professional & Community Activities

  • Member, American Institute of Certified Public Accountant
  • Member, Orange County Chapter of the California Society of Certified Public Accountants
  • Supports Compassion and World Vision through sponsoring children

Personal

  • Married and blessed with one daughter.
  • Enjoys fine wine and travel with family.
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