About Us
Donald W. James, CPA/PFS, CFP®
Professional Experience
- Kiplinger Financial Services, LLC, President, 1998 - Present
- Kiplinger Investment Advisors, LLC, Investment Advisor Representative, 1999 - Present
- Kiplinger & Co. CPAs, LLC, Partner/Member, 1983 - Present
Professional Designations
- PFS - American Institute for Certified Public Accountants, Personal Financial Specialist, 1997
- CFP® - International Board of Standards for Certified Financial Planners, 1989
- CPA - Accountancy Board of Ohio - Certified Public Accountant, 1975
Education
- Cleveland State University, Post Graduate Accounting, 1972
- Marshall University, Post Graduate Accounting, 1971
- The Ohio State University, BS (Business Administration & Marketing), 1970
Professional Organizations
- Member, Institute of Certified Financial Planners
- Member, American Institute of Certified Public Accountants
- Chairman of Financial Planning Committee, Ohio Society of Certified Public Accountants (Cleveland Chapter)
- Member, Ohio Society of Certified Public Accountants
- Member, Nazrudin Project
Community Organizations
- Member, Columbia Hills Country Club
- Member, Strongsville Optimist Club
- Member, Strongsville Toastmasters Club
- Member, Entrepreneurs Association
Marianne Grega, EA
Professional Experience
- Kiplinger Financial Services, LLC, Client Manager, 2003 to present
- RAV Financial Services, Inc., Client Manager, 1999-2003
- Sterling, a division of National City Bank, Vice President, 1995-1999
- Price Waterhouse, 1986-1995
Professional Designations
- Enrolled Agent, 1997
Education
- Baldwin-Wallace College, BA (Business - Accounting), 1989
Professional Organizations
- Member, National Association of Tax Practitioners
Community Organizations
- Board Member, Zonta Club of Cleveland
- Treasurer, Parma Heights Christian Academy Parent-Teacher Fellowship
