About My Practice
Wesling Financial is a comprehensive, fee-only planning firm working with clients to help them succeed through changes in their lives. We do this by working with clients so they can design, construct and live the meaningful life they have always sought, sustained by financial integrity.
Mr. Wesling has been a full time financial planner since May 2003. Wesling Financial Planning Services opened its doors in August 2006. Prior to that time, Mr. Wesling was employed by Morgan Stanley, Alexandria, VA for three years. Mr. Wesling ended a very successful military career in 2003 after serving nearly 21 years in the USAF.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CDFA, AIF
Considerations: Flat-fee, annual retainer based on net worth and complexity.
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