Fort Worth, TX – (June 15, 2016 ) – Whitley Penn Financial is pleased to announce that Advisor and Chief Compliance Officer, Rebecca Sierp, PHR, CFPA, CRPS® has been named to the TD Ameritrade Institutional Advisor Panel on a term that will run from 2016-2019.
Rebecca 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.
“I am honored to join the TD Ameritrade Institutional Operations Panel and look forward to working closely with this group of professionals,” stated Rebecca.
About Whitley Penn Financial, LLP
Whitley Penn Financial, LLP is a Registered Investment Adviser with the Securities and Exchange Commission and offers high quality financial services to a wide range of clients. Established in 2000 by Thomas Rein, a partner at the accounting firm Whitley Penn, LLP, Whitley Penn Financial is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on Whitley Penn Financial, LLP, please visit wpfinancial.net.
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Whitley Penn continues to be one of the region’s most distinguished public accounting firms. With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Whitley Penn has been consistently recognized as “One of the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting. For more information on Whitley Penn, please visit whitleypenn.com.