Leadership

RebeccaSierp
Rebecca Sierp
WPWealth Senior Manager | Compliance Officer

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.

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

Education

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

Professional 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