Tom Rein

Partner-in-Charge and Managing Partner, WPWealth

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/Managing Director of WPWealth. He is a certified public accountant (CPA), personal financial specialist (PFS) and holds a Series 66 License – Investment Advisor 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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