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Jeff Wilson II, CPA/PFS, CGMA, CFE, CDFA – 2020 40 Under 40 Honoree


Jeff Wilson II, CPA/PFS, CGMA, CFE, CDFA – 2020 40 Under 40 Honoree

Principal, The W2 Group

Career highlights:

  • While attending Bowie State University (2006), becoming as Project Manager for one of the University’s flagship program and being the first student to be apart of the Executive Administration. 
  • In February 2007, I was featured in Black Enterprise Inc. Magazine as No.77 Financial Fitness Winner. The magazine recognized him for his acumen on the subject matter of personal finance and investments. 
  • In 2008, becoming a CPA and recognizing the importance of the education and professional advocacy, and became a member of the American Institute of Certified Public Accountants (AICPA) and Maryland Association of Certified Public Accountants (MACPA). 
  • In 2013, becoming a graduate of the AICPA Leadership Academy.
  • Published book on financial literacy in April 2014: The Lies our Parents Were Sold and Told Us: The New Rules Of Money Management.

What are you doing to make a difference in the profession, your community, the world?

As a minority in the profession, I believe I have a responsibility to assist others become the best they can possibly be both inside and outside of the profession. I believe exposure and inclusion can only help move the profession. Each year, outside my firm I sponsor and support personally 3-4 individual to help them financially or technically pass the CPA exam. I do this organically and help minority groups that are typically underrepresented in the profession. As a community representative, I think people can that are as financial literate as myself have a responsibility to help those who are not. As a result, I donate my time to financial literacy programs to educate individual and future business owners.

Favorite books/websites/podcasts/speakers:

  • Favorite book: Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger
  • Favorite Podcast : Where Accountants Go
  • Influencer: Charlie Munger (Warren Buffett Partner)

See all of the 2020 “40 Under 40” honorees.