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Charlie has over 25 years of experience in public accounting and has extensive tax planning and compliance experience in a wide variety of industries including manufacturing, retailing, wholesaling, construction, real estate, health care, employee benefit plans, and various personal services.  

In addition to his tax planning experience at the business level, he has advised hundreds of clients on tax saving strategies and recommendations on the individual level.  He also has extensive experience in providing audit and consulting services to engineering firms who are required to calculate overhead costs in accordance with Federal Acquisition Regulations (FAR). 

In January, 2010, Charlie became a Certified Valuation Analyst having obtained certification from the National Association of Certified Valuation Analysts, Salt Lake City, Utah.  This highly respected designation places him among the nation’s premier valuation consultants and positions him to counsel business owners in various business valuation contexts including:
  • Acquisition reviews
  • Allocations of purchase price
  • Buy-sell agreements
  • Estate and gift tax matters
  • Succession planning 
Education:
BA – Social Sciences from University of Maryland
MBA - Accounting from Temple University
MST – Masters in Taxation from Temple University
Certified Public Accountant (CPA) in Pennsylvania
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)

Professional Affiliations:
American Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants
Financial Planning Association
National Association of Certified Valuation Analysts

Charles Wilensky
CPA, CVA, MBA,
MST, CFP
Vice-President

charlie@cpcfinancial.com

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Have a question?
Call 610-265-4122 (8:30 am - 5:00 pm EST) or email: info@cpcfinancial.com

Privacy Information

Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory, tax, and Audit services offered through CPC Financial Planning, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.

 


Check the background of this financial professional on FINRA's BrokerCheck.