Fort Worth, TX – (January, 19 2022) WPWealth announced that Rebecca Sierp has been promoted to Director of Operations/Compliance for WPWealth.
“On behalf of WPWealth, we congratulate Rebecca on her recent promotion,” stated Thomas J. Rein, CPA, PFS, and Managing Director for WPWealth. “Rebecca has been a tremendous resource for WPWealth in many different areas of our practice and we look forward to seeing her continued success with us in this elevated role.”
Sierp joined the WPWealth team in 2008 as an Advisor and has grown and transformed through her career to also serve as the firm’s Chief Compliance Officer. She is a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS), Professional in Human Resources (PHR) and holds a Series 65 License. Sierp’s areas of practice include design and implementation of qualified retirement plans, wealth management and financial planning.
She is a graduate of the University of New Hampshire with a Bachelor of Science in Business Administration with a concentration in Finance. She is an active member of the National Association of Plan Advisors (NAPA) and volunteers as a mentor for Empowering Women as Leaders (EWL).
About WPWealth LLP
WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.