Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Quinlan_Jim
Radnor

170 North Radnor-Chester Road
Radnor, PA 19087

Tel: 484.445.0358
Email: jquinlan@wipfli.com

Services

Tax

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

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