Rebecca Sierp
WPWealth Director of Operations/Compliance
Rebecca Sierp is a member of Whitley Penn’s Wealth Management Group, WPWealth. She is a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS) and holds a Series 65 License. Rebecca’s areas of practice include design and implementation of qualified retirement plans, wealth management and financial planning.
Rebecca Sierp
WPWealth Director of Operations/Compliance
Rebecca Sierp is a member of Whitley Penn’s Wealth Management Group, WPWealth. She is a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS) and holds a Series 65 License. Rebecca’s areas of practice include design and implementation of qualified retirement plans, wealth management and financial planning.
Professional Affiliations
Member, National Association of Plan Advisors (NAPA)
Member, TD Ameritrade Operations Panel
Professional Certifications
- Certified Plan Fiduciary Advisor (CPFA)
- Chartered Retirement Plan Specialist (CRPS)
- Series 65 License – Investment Advisor Representative
- Professional in Human Resources (PHR)
- SHRM Certified Professional (SHRM-CP)
Education
- A.A., Tarrant County College
- B.S. in Business Administration with a concentration in Finance, University of Southern New Hampshire