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

Bachelor of Science in Business Administration with a concentration in Finance – University of Southern New Hampshire, 2018

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
  • WPWealth, 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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