Timothy R. Wesling, CFP<sup>&reg;</sup> - Financial Advisor

Timothy R. Wesling, CFP®

AIF, CDFA

Wesling Financial Planning Services

6621 Wakefield Drive, Suite 113
Alexandria, VA 22307
FINANCIAL ADVISOR'S WEBSITE
(703) 768-7679

General

Timothy Wesling is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wesling Financial Planning Services in Alexandria, VA and the surrounding communities.

Financial Advisor Overview

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.

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Financial Advisor 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's 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, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Life Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources