Partners, principals and associates

Quinlan_Jim Radnor

170 North Radnor-Chester Road
Radnor, PA 19087

Tel:

484.445.0358


Email: jquinlan@wipfli.com

James P. Quinlan, CPA, PFS, CFP, ChFC, CLU

Partner

Jim Quinlan is a partner in the firm’s tax practice, specializing in succession planning and tax and financial planning for business owners. He leverages a wealth of experience in taxation and financial planning to assist clients in making sound decisions as they navigate life events. In addition to his client responsibilities, Jim has an internal leadership role as the tax leader for the northeast region and is responsible for mentoring and developing staff and promoting growth initiatives.

Certifications
  • Certified Public Accountant
  • Certified Financial Planner
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Personal Financial Specialist
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA) - Member
  • Financial Planning Association (FPA) - Member
  • Overbrook Golf Club - Villanova, Pennsylvania - Member

Services

CPA Tax Services

Areas of Focus

  • Tax strategy and planning
  • Succession planning for business owners
  • Financial planning focusing on life events

Education

Bucknell University
  • Bachelor of science degree in business administration

Villanova University

  • Master of business administration degree in finance