Jared Archer and Zach Van Kirk Pass CERTIFIED FINANCIAL PLANNER™ Exam

Jared Archer and Zach Van Kirk Pass CERTIFIED FINANCIAL PLANNER™ Exam

Fort Worth, TX (November 14, 2023)WPWealth Senior Associates, Jared Archer and Zach Van Kirk, have passed the CERTIFIED FINANCIAL PLANNER® certification exam.

“We are extremely proud of Jared and Zach for passing the CFP® exam. They continue to add value to our firm and to our client experience. We look forward to supporting the two of them throughout their careers,” stated WPWealth Partners, Shane Miller, CFP® CRPS® and Bill Weston, CFP®.

Jared Archer, CPA, ABV joined WPWealth in 2023. He helps individuals and families reach their financial goals, such as having adequate savings for retirement, developing robust investment strategies, purchasing a secondary/vacation home, funding their children’s education/weddings, and many others. Whatever their goals may be, Archer takes a holistic approach to provide tailored, qualified financial advice to keep his clients on target. What starts as a financial plan often branches into offering comprehensive tax consulting, investment management, risk management, budgeting/forecasting, and other personalized financial services. Additionally, he is able to leverage his background in business valuation and small business consulting to help his clients understand the value of their business and assist them with exit planning strategies when needed.

Previously a member of Whitley Penn’s Forensic, Litigation, & Valuation Services group, Archer has extensive experience performing valuations of businesses and securities in connection with litigation, estate and gift taxes, financial reporting, mergers and acquisitions, consulting, employee benefit plans, and other purposes. His Industry experience includes family limited partnerships, professional practices, real estate holding companies, oil and gas exploration and production, oilfield services, information technology, manufacturing, construction service firms, and health care, among others.

Archer obtained his undergraduate degree in forensic accounting and finance from Texas Wesleyan University. He began his career at Whitley Penn in January 2019, and regardless of his role within the firm, Archer actively looks for opportunities to add value to his clients in any way he can.

Zach Van Kirk joined WPWealth in 2021 upon graduating from Texas Tech University’s Personal Financial planning program where he earned his Bachelor of Science. Van Kirk has always had a passion for helping others and found the perfect fit becoming a financial advisor.

In his first few years Zach has become an important member of WPWealth’s investment committee. His exceptional analytical skills, combined with a meticulous attention to detail, allow him to thoroughly evaluate investment opportunities and mitigate risks effectively. He also holds his Series 65 License and is excited to continue to gain exposure to all sides of strategic financial planning, including maximizing tax benefits, investments, and retirement planning.

Van Kirk is involved in the community by being an active volunteer through 3rd Decade, where he mentors and provides financial education to young adults, as well as the Coalition of Community Assistance Volunteers by providing free income tax assistance. Outside of the office, he can be found staying active, exploring the city, golfing, and spending time with friends.

About the CFP® Board

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to create competent and ethical financial planners who are committed to putting their clients’ best interests first.

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.



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Kristen Lollar

Chief Marketing Officer

Phone: 469-776-3645
Email: kristen.lollar@whitleypenn.com