Charles Wilensky
CPA, CVA, MBA, MST, CFP

Charles Wilensky serves as vice president and shareholder of Clairmont, Paciello & Co., P.C., a regional financial services and certified public accounting firm, CPC Financial Planning, Inc., a fee-only financial planning company, and Tanglewood Investments, Inc., an insurance and investment product implementation firm.

With more than 30 years of experience in accounting and financial planning, Charles Wilensky serves as the vice president of Clairmont, Paciello & Co. Since 1987, he has provided extensive accounting and tax planning services at Clairmont, Paciello and is passionate about serving each client on a personal level.

Charles believes it is critically important to keep a close eye on new regulations that affect clients to provide them the best quality of service and prevent them from missing an opportunity to improve their financial outlook or anticipate tax implications. Over the years, he has advised hundreds of clients on tax-saving strategies—both at the organization and individual levels.

His clients span a wide range of industries, including manufacturing, retailing, wholesaling, construction, real estate, engineering, and healthcare. He also provides employee benefit plan administration and personal accounting and financial planning services.

In January 2010, he received the Certified Valuation Analyst credential and has since counseled business owners in business valuations in a variety of contexts, including acquisition reviews, allocations of purchase price, buy-sell agreements, estate and gift tax matters, succession planning, marital dissolutions, and more.

Certifications:

• Certified Public Accountant (CPA) in Pennsylvania
• Certified Financial Planner (CFP)
• Certified Valuation Analyst (CVA)

Licenses:

• NASD Series 7 and 66
• Life/Accident/Health Insurance
• Fixed and Variable Annuities

Education:

• MST in Taxation, Temple University (1992)
• MBA in Accounting, Temple University (1984)

Professional Affiliations:

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Financial Planning Association
• National Association of Certified Valuation Analysts