Chad Holmes

Manager | Wealth Management

Chad Holmes
Direct Dial
817.259.9132
817.259.9101
817.259.9132
901.262.1281
chad.holmes@wpwealth.com
Education

B.S.B.A. with a Concentration in Finance, University of Tennessee at Martin

Master of Accountancy, University of Memphis

Chad Holmes operates in our Fort Worth office, serving as a manager in our Wealth Management group. In addition to being a CERTIFIED FINANCIAL PLANNERTM (CFP®), a Certified Public Accountant (CPA), and Chartered Retirement Plan SpecialistSM (CRPS®), he holds the Series 65 License (Licensed Investment Advisor Representative) and the Group 1 License- Texas Department of Insurance.

Experience

WPWealth LLP – Fort Worth Office, (2016-Present)

Manager (2018-Present); Senior in Financial Services (2016-2018)

  • Tax/Estate Planning
  • Business Consulting
  • Financial Planning/Consulting
  • Investment Management Services
  • Asset Protection Consulting
  • Insurance Services
  • Retirement Plan Design and Consulting

Ernst & Young, LLP – Memphis, TN (2012-2015) and Fort Worth, TX (2015-2016)

Assurance Staff (2012-2014); Assurance Senior (2014-2016)

  • Public Company Financial Reporting
  • Sarbanes Oxley Act – Section 404 Internal Controls
  • Coordination with international audit teams
  • Public Company Accounting Oversight Board (PCAOB) standards
  • Depreciation and impairment
  • Risk assessment
  • Deferred tax strategies
  • Valuation allowance for future expected Net Operating Losses
Professional Certifications
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Certified Public Accountant (CPA)
  • Series 65 License – Investment Advisor Representative
  • Group 1 License – Texas Department of Insurance
  • Chartered Retirement Plan SpecialistSM (CRPS®)
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • Whitley Penn Five Star Client Service Task Force
Board and Community Service
  • Leukemia & Lymphoma Society
  • Tarrant Area Food Bank