LIFETIME FINANCIAL PLANNING SOLUTIONS LLC

Penny L. Wasem, CPA, CFP, PFS and President of Lifetime Financial Planning Solutions, LLC.
B.B.A. from Ohio University, major in accounting and business pre-law, minor in mathematics.
Penny opened Lifetime Financial Planning Solutions, LLC in April, 2003. Prior to opening her own business, she was a shareholder and Vice President of a local CPA firm (1990-2003). She also worked for five years (2003-2008) as the Financial Officer of the Fairfield County Foundation. Penny became licensed as a CPA in 1988 and as a CFP in 1992.

Over 35 years of financial advisory experience, with a focus on individual and small business taxes and tax planning. Over 30 years of experience specifically in personal financial planning.