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Charles Wilfong

Income Tax Preparation And Advice at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Wilfong Tax Services</span>
Intro Book
Seasoned financial professional with expertise in tax services and investments.
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Location
Phoenixville, Pennsylvania, United St...
Skills
  • Trust Services
  • Finance
  • Income Tax
  • Retirement
  • Series 7
  • Show all
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Bio

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Charles Wilfong is a seasoned financial professional with extensive experience in tax services, finance, and investments. He has worked at various institutions, including Morgan Stanley, Ryan Beck & Co., and Woodbury Financial Services. With a strong educational background in finance and accounting, Wilfong has developed a solid expertise in financial planning, portfolio management, and retirement planning. He is currently the owner of Wilfong Tax Services, a family-owned business that provides tax preparation and advice to individuals and small businesses.

Experience

  • Wilfong Tax Services
    • Income Tax Preparation And Advice
  • Wilfong Tax Services
    • Phoenixville, PA
    • Income Tax Preparation and Advice
      • Jan 2007 - Present
      • Phoenixville, PA

      Father and son business located in Phoenixville, Pennsylvania that prepares Prepare federal, state, and local income tax returns for individuals and small businesses. A yearly participant of the IRS Annual Filing Season Program, which requires continuing education in order to stay informed of imp...

  • Woodbury Financial Services
    • Phoenixville and Paoli PA
    • Independent Financial Adviser
      • Jan 2007 - Dec 2012
      • Phoenixville and Paoli PA
  • Ryan Beck & Co.
    • Conshohocken, PA
    • Vice President, Financial Consultant
      • Aug 2005 - Jan 2007
      • Conshohocken, PA
  • Morgan Stanley
    • Vice President, Investments
      • 1991 - 2005
  • Quantum Marketing International
    • Greater Philadelphia Area
    • CFO
      • 1989 - 1991
      • Greater Philadelphia Area
  • UCH Venture Capital
    • Greater Philadelphia Area
    • Controller
      • Apr 1984 - Sep 1989
      • Greater Philadelphia Area
  • Canteen Service Co.
    • Greater Philadelphia Area
    • Regional Controller
      • Jan 1975 - 1979
      • Greater Philadelphia Area
  • Marriott International
    • Greater Philadelphia Area
    • Manager
      • Sep 1971 - Jan 1975
      • Greater Philadelphia Area

Education

  • 1968 - 1974
    Philadelphia University
  • Thomas Jefferson University

Suggested Services

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Industry Focus. “Financial Services”

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