James J. Sullos, Jr., CPA/PFS, CFP
jsullos@windes.com
For over four decades, Jim has served Windes & McClaughry, its clients, and the business community. Jim’s practice focus is on general business consultation, trustee, business and individual taxation, and personal financial planning. Jim served as the firm’s Managing Partner from July 1990 to May 2001.
Education
Bachelor of Arts in Business Administration, Occidental College
Masters of Business Administration, Columbia University
Professional Affiliations
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- CSCPA Personal Financial Planning State Committee
- Financial Planning Association
- Orange County/Long Beach Chapter CSCPA, Past President
- Baker Tilly International, Past Director
- National Association of State Boards of Accountancy, Past Director
- State Board of Accountancy, Past President
Community Affiliations
- Long Beach City College Foundation, Board of Governors and Investment Sub-committee Member
- Long Beach Community Foundation, Chief Financial Officer and Board Member
- Meals on Wheels, Advisory Council Member
- Rancho Los Cerritos Foundation, Audit Committee Member
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