James J. Sullos, Jr., CPA/PFS, MBA, CFP


Retired Managing Partner

For over five decades, Jim has served Windes, its clients, and the business community. Jim’s practice focus is on general business consultation, trustee, business and individual taxation, and personal financial planning. Jim served as the firm’s Managing Partner from July 1990 to May 2001.

Education

Bachelor of Arts, Business Administration
Occidental College

Masters of Business Administration
Columbia University

Professional Affiliations

  • American Institute of Certified Public Accountants, Member
  • California Society of Certified Public Accountants, Member
  • CSCPA Personal Financial Planning State Committee, Member
  • Orange County/Long Beach Chapter CSCPA, Past President
  • State Board of Accountancy, Past President
  • National Association of State Boards of Accountancy, Past Director
  • Baker Tilly International, Past Director
  • Financial Planning Association, Member
  • Long Beach Area Chamber of Commerce, Past Chairman
Community Affiliations

  • Long Beach Community Foundation, Founder
  • Long Beach City College Foundation, Board of Governors and Investment Sub-committee Member, Past Chairman
  • Meals on Wheels, Advisory Council Member