Rebecca Sierp

Senior Manager | Wealth Management | Compliance Officer

Rebecca Sierp
Direct Dial
817.259.9738
817.259.9101
817.259.9738
Rebecca.Sierp@wpwealth.com
Education

Associate in Arts – Tarrant County College

Bachelor of Science in Business Administration with a concentration in Finance – University of Southern New Hampshire

Rebecca Sierp is an Advisor and Chief Compliance Officer at WPWealth.  She is a certified plan fiduciary advisor (CPFA), chartered retirement plan specialist (CRPS), holds a Series 65 License and the Professional in Human Resources (PHR) Designation. Rebecca’s areas of practice include design and implementation of qualified retirement plans, wealth management, and financial planning.

To see Rebecca’s outlook on the future of financial planning click here.

Experience

WPWealth LLP, Fort Worth Office (2008-Present)

  • Advisor
  • Chief Compliance Officer
  • Assistant Investment Representative
  • Financial Services Administrator

D.R. Horton (2005-2007)

  • 401(k) Plan Administrator

Delta Airlines (1998-2005)

  • Passenger Service Agent
  • Benefits Coordinator
  • Customer Service Representative
Professional Certifications
  • Certified Plan Fiduciary Advisor (CPFA)
  • Chartered Retirement Plan Specialist (CRPS)
  • Series 65 License – Investment Advisor Representative
  • Professional in Human Resources (PHR)
Professional Organizations
  • National Association of Plan Advisors (NAPA)
  • TD Ameritrade Operations Panel (2016-2019)
  • PCS Retirement Advisory Board
  • HIFON