Tom Rein

Partner

Tom Rein
Office
Fort Worth
Direct Dial
817.259.9160
817.259.9160
Tom.Rein@wpwealth.com
Education

B.B.A. in Accounting, University of Texas at Arlington, cum laude, 1985

Tom Rein is the Partner-in-Charge of Whitley Penn Financial Services. He is a certified public accountant (CPA), personal financial specialist (PFS) and holds a Series 66 License – Registered Representative, Group 1 License – Texas Department of Insurance. Tom’s areas of practice include wealth management, investment management services, financial planning, asset protection consulting, estate planning and insurance services.

Experience

Whitley Penn, Fort Worth Office, (1985-Present)

  • Managing Director – WP Financial Services, LLP (2001-Present)
  • Partner (1995-Present)
  • Tax Partner
  • Areas of Practice Include:
    • Tax/Estate Planning
    • Business Consulting
    • Financial Planning/Consulting
    • Investment Management Services
    • Asset Protection Consulting
    • Insurance Services
    • Retirement Plan Design and Consulting
  • Primary Industries Include:
    • Medical Practices
    • Professional Services
Professional Certifications
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Series 66 Licenses – Investment Advisor Representative
  • Group 1 License – Texas Department of Insurance
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • Fort Worth Chapter, TSCPA
  • PFS Section of American Institute of Certified Public Accountants
  • DFA Texas Study Group
Board and Community Service
  • TD Ameritrade Institutional Advisor Panel
  • Catholic Charities Fort Worth – Board
  • Catholic Charities Fort Worth – Finance Committee
  • NTSP – Finance Committee
  • NTSP – Charitable Board
  • Care N’ Care – Board Member
  • Catholic Charities of Fort Worth
  • Meals on Wheels
  • First Trust – Advisory Board
  • United Way – Allocation Committee
  • Rotary International – Fort Worth
  • Big Brothers Big Sisters
  • Tarrant County Organization of Professionals
  • Colleyville/Grapevine Youth Associations
  • HEB Youth Sports Association

 

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