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. Former Managing Partner, Jim now serves as trustee and tax and
financial consultant.
Education
Occidental College – Bachelor of Arts, Business Administration,
1960
Columbia University – Masters of Business Administration,
Accounting, 1962
Professional Affiliations
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American Institute of Certified Public Accountants
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Baker Tilly International, Past Director
-
California Society of Certified Public Accountants
-
CSCPA Personal Financial Planning State Committee
-
Financial Planning Association
-
National Association of State Boards of Accountancy, Past Director
-
Orange County/Long Beach Chapter CSCPA, Past President
-
State Board of Accountancy, Past President
Community Activities
-
Downtown Long Beach Lions Club, Past President
-
Long Beach Area Chamber of Commerce, Past Chairman
-
Long Beach City College Foundation, Finance Committee Member
- Long Beach Community Foundation, Chief Financial Officer
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