Broker Check
James M. Wesolowski, CPA, P.A.

James M. Wesolowski, CPA, P.A.

CERTIFIED FINANCIAL PLANNER(tm) practitioner AICPA Personal Financial Specialst (PFS) credential BSBA from the University of North Dakota MSBA from the University of Denver

Designations

  • CFP® - Certified Financial PlannerTM
  • CPA - Certified Public Accountant
  • PFS - Personal Financial Specialist

Affiliations

  • Member American Institute of Certified Public Accountants (AICPA)
  • Member Florida Institute of Certified Public Accountants
  • Member National Association of Tax Professionals
  • Small Business Affiliate of Wayne State University
  • Member of AICPA Personal Financial Planning Section
  • Member of Financial Planning Association
  • Member of AICPA Private Companies Practice Section
  • Member of AICPA Tax Section
  • Member of CPAConnect

Licenses

Securities

  • Exams: 63, 65, 7
  • States: FL

Insurance

  • License: Life/Health/VA
  • States: FL

Advisory

  • License: Investment Advisor Representative
  • States: FL