Wesley Botto, CPA®, CFP®

Wesley Botto, CPA®, CFP®

Financial Planner

Wesley pursued an undergraduate and then master’s degree in accounting. As a CPA and CFP® professional, he knows the details that need to be in place to help clients achieve their goals.

His clients include physicians, lawyers, business owners, and other professionals. He works with business owners and the HR departments within larger companies to make sure the employees fully understand the benefits that are being provided for them. There is nothing better than helping a family properly align their objectives with their strategic actions.

He has four young kids, so between work and taking care of the kids, there is not much free time. But when there is free time, you can find him drinking bourbon or cheering on my UK Wildcats.

Wesley also gives back to the community by serving as the Treasurer for the Rotary Club of Cincinnati and the Treasurer for the Emergency Shelter of Northern Kentucky.