Alicia Langdon Joins Whitley Penn Financial as Wealth Advisor

March 2018 | Posted in Wealth Management, Whitley Penn, Whitley Penn Financial, Whitley Penn Financial Servies
Wealth Management, Whitley Penn, Whitley Penn Financial, Whitley Penn Financial Servies

Fort Worth, TX – (March 26, 2018) Whitley Penn Financial is pleased to announce that Alicia Langdon has joined the team as a Wealth Advisor in the Fort Worth office.

In her role with the firm, Langdon will assist clients with wealth management, investment management, retirement plan design and consulting, tax and estate planning, financial planning and asset protection.

She holds the Series 7 and 63 Licenses (General Securities Registered Representative) and is a candidate to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) after she passed the exam November 2017.

“We are proud to welcome Alicia to the team and look forward to utilizing her experience to better serve our clients,” stated Tom Rein, CPA, PFS and Managing Director of Whitley Penn Financial.

Prior to joining the firm, Langdon worked as Client Relationship Manager at Fluent Financial.

Langdon received a bachelor’s degree in University Studies from Texas Tech University focusing on Personal Financial Planning, Organizational Leadership, and Spanish. She received a M.S. in Personal Financial Planning and a Graduate Certificate in Charitable Financial Planning from Texas Tech University.

She is a member of the Texas Scottish Rite Hospital – Crayon Club and is actively involved with the CASA – Court Appointed Special Advocates, Salvation Army of Texas, and Habitat for Humanity.

About Whitley Penn Financial, LLP

Whitley Penn Financial, LLP is a Registered Investment Adviser with the Securities and Exchange Commission and offers high quality financial services to a wide range of clients. Established in 2000 by Thomas Rein, a partner at the accounting firm Whitley Penn, LLP, Whitley Penn Financial is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on Whitley Penn Financial, LLP, please visit wpfinancial.net.

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About WPWealth LLP Contact WPWealth LLP

WPWealth LLP ("WPWealth") is a Registered Investment Adviser with the Securities and Exchange Commission and offers high quality financial services to a wide range of clients. Established in 2000 by Thomas Rein, a partner at the accounting firm Whitley Penn, LLP, WPWealth is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on WPWealth LLP, please visit WPWealth.com

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