Jim  Wesolowski,  CFP<sup>&reg;</sup> - Financial Advisor

Jim Wesolowski, CFP®

CPA

CFP, CPA

J. Wesolowski Financial, LLC

2503 Del Prado Blvd S, Ste 500
Cape Coral, FL 33904
(800) 275-4975
(239) 574-4449

General

Jim Wesolowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at J. Wesolowski Financial, LLC in Cape Coral, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Business Taxes, Life Planning, Retirement, Personal Taxes

More

Helpful Financial Planning Resources