Leadership

Tom Rein is the Partner-in-Charge and 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.

• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Series 66 Licenses – Investment Advisor Representative
• Group 1 License – Texas Department of Insurance

Podcast Episodes

• 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

• B.B.A. in Accounting, University of Texas at Arlington

• Whitley Penn, Fort Worth Office, (1985-Present)
  • Managing Director – WPWealth (formerly known as 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