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Timothy R. Wesling, CFP®, AIF, CDFA

Wesling Financial Planning Services

101 N. Columbus St.
Suite 402
Alexandria, VA 22314
Phone: (703) 535-8280
Fax: (703) 535-8281

Toll-free: (877) 535-8280
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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Sudden Wealth

 

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. 

 

Experience

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
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: Flat-fee, annual retainer based on net worth and complexity.