Leadership

Rebecca Sierp is a member of Whitley Penn’s Wealth Management Group WPWealth. 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.

Rebecca is a member of the National Association of Plan Advisors and on the TD Ameritrade Operations Panel.

• 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)

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

• A.A., Tarrant County College
• B.S. in Business Administration with a concentration in Finance, University of Southern New Hampshire

• 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