Charles Wilensky
Shareholder and Advisor
I started with a degree in social sciences from the University of Maryland in 1978, then went back to Temple for for my MBA in accounting in 1984 and my Masters in Taxation in 1992. I earned my CFP designation in 2001.
Over the years, I've worked with clients across a wide range of industries: manufacturing, retail, construction, real estate, healthcare, and various service businesses. I've advised hundreds of clients on tax planning at both the business and individual level.
Credentials: CPA, MBA, MST, CFP®, Series 7, 66, Life, Health and Accident Insurance License, Fixed and Variable Annuities