Tom Rein

Partner | Managing Director

Tom Rein
Direct Dial
817.259.9160
817.259.9101
817.259.9160
Tom.Rein@wpwealth.com
Education

B.B.A. in Accounting, University of Texas at Arlington, cum laude, 1985

Tom Rein is the Partner-in-Charge/Managing Director of WPWealth. He is a certified public accountant (CPA), personal financial specialist (PFS) and holds a Series 66 License – Investment Advisor Representative, Group 1 License – Texas Department of Insurance. Tom’s areas of practice include wealth management, investment management services, financial planning, asset protection consulting, estate planning and insurance services.

Experience

Whitley Penn, Fort Worth Office, (1985-Present)

  • Managing Director – WPWealth LLP (2001-Present)
  • Partner (1995-Present)
  • Areas of Practice Include:
    • Tax/Estate Planning
    • Business Consulting
    • Financial Planning/Consulting
    • Investment Management Services
    • Asset Protection Consulting
    • Insurance Services
    • Retirement Plan Design and Consulting
  • Closely Held Business:
    • Medical Practices
    • Professional Services Industry
Professional Certifications
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Series 66 Licenses – Investment Advisor Representative
  • Group 1 License – Texas Department of Insurance
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • Fort Worth Chapter of TSCPA
  • PFS Section of American Institute of Certified Public Accountants
  • DFA Texas Study Group
Board and Community Service
  • TD Ameritrade Institutional Advisor Panel
  • Catholic Charities Fort Worth – Board
  • Catholic Charities Fort Worth – Finance Committee
  • Catholic Charities Fort Worth- Executive Committee
  • NTSP Finance Committee
  • NTSP Charitable Board
  • Care N’ Care Board Member
  • Catholic Charities of Fort Worth
  • Meals on Wheels
  • First Trust Advisory Board
  • United Way Allocation Committee
  • Rotary International – Fort Worth
  • Big Brothers Big Sisters
  • Tarrant County Organization of Professionals
  • Colleyville/Grapevine Youth Associations
  • HEB Youth Sports Association