Bill Weston Named Certified Financial Planner™

December 2017 | Posted in Uncategorized
Uncategorized
William Weston Headshot

FOR IMMEDIATE RELEASE:

Contact:

Kristen.Lollar@WhitleyPenn.com
8343 Douglas Avenue, Suite 400
Dallas, TX 75225
Ph: 214-393-9572

Fort Worth, TX – (December 13, 2017)Bill Weston, Senior Wealth Advisor at Whitley Penn Financial in Fort Worth, Texas, has been authorized by the Certified Planning Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board Certification and renewal requirements.

Weston has more than six years of experience in Financial Planning. Prior to joining Whitley Penn Financial, he worked as a Retirement Services District Manager at ADP and Investment Consultant with Invesco.

He received a B.A. in Economics from The University of Texas at Austin and a certificate from Florida State University in Financial Planning.

“We are proud of Bill for receiving this certification and look forward to the value it will bring to our clients and the firm,” stated Thomas J. Rein, CPA, PFS and Managing Director of Whitley Penn Financial.

About CFP®

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 74,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net

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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Kristen Lollar
Director of Marketing 469.776.3645 Kristen.Lollar@whitleypenn.com Plano
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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