Rebecca Sierp

Senior Manager | Wealth Management | Compliance Officer

Rebecca Sierp
Office
Fort Worth
Rebecca.Sierp@wpwealth.com
Education

Associate in Arts – Tarrant County College, 1995

Rebecca Sierp is an Advisor and Chief Compliance Officer at Whitley Penn Financial. 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.

Experience

Whitley Penn Financial, 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)
  • SHRM Certified Professional (SHRM-CP)

 

Professional Organizations
  • National Association of Plan Advisors (NAPA)
  • TD Ameritrade Operations Panel

 


 

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