James J. Sullos, Jr., CPA/PFS, CFP
jsullos@windes.com
For over four decades, James has served Windes & McClaughry, its clients, and
the business community. James’ practice focus is on general business
consultation, trustee, business and individual taxation, and personal financial
planning. Former Managing Partner, James 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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California Society of Certified Public Accountants
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CSCPA Personal Financial Planning State Committee
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Orange County/Long Beach Chapter CSCPA, Past President
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Financial Planning Association
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State Board of Accountancy, Past President
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Baker Tilly International, Past Director
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National Association of State Boards of Accountancy, Past Director
Community Activities
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Long Beach Area Chamber of Commerce, Past Chairman
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Downtown Long Beach Lions Club, Past President
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Greater Long Beach Community Foundation, Advisory Board Member
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