Since joining WPWealth in 2008, Rebecca Sierp has brought the passion for client success, continuing education, and bringing a unique perspective to the table. Rebecca’s main role as Director of Operations/Chief Compliance Officer is to ensure the operations of WPWealth are efficient, smooth, and effective. Her specific areas of practice include operations and compliance, design and implementation of qualified retirement plans, wealth management and financial planning.
Rebecca is a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS), Professional in Human Resources (PHR) and holds a Series 65 License.
She is a graduate of the University of New Hampshire with a Bachelor of Science in Business Administration with a concentration in Finance. She is an active member of the National Association of Plan Advisors (NAPA) and volunteers as a mentor for Empowering Women as Leaders (EWL).
When Rebecca is not in the office she can be often found volunteering for the humane society, pursuing her passions of cooking and gardening, and spending time with her husband and two dogs.