Whitley Penn & Associates

Financial Services - Fort Worth, TX, US

Whitley Penn & Associates Employees

Deanna Hall

Executive Assistant/OPeration Associate

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Rebecca Sierp

Senior Manager, Chief Compliance Officer

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Whitley Penn & Associates Senior Management

Thomas Rein

Managing Director

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Whitley Penn & Associates Details

The financial and economic landscapes are constantly shifting. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently.We believe we offer a distinctive and valuable service that enables our clients to enjoy the confidence and comfort that comes from having their investments handled prudently and their financial lives focused, organized and simplified.

Website: wpwealth.com

Employees: 20 - 49

HQ: 817-259-9160

Location: Fort Worth, TX, US

Revenue: 5 - 10 Million

Asset Management Estate Planning Qualified Retirement Plans Insurance Services Wealth Management Financial Services Financial Advisory Services

Whitley Penn & Associates Technologies

E-commerce Platforms

Woo Commerce

Email Providers

Outlook

Hosted Forms

Gravity Forms

Other

Microsoft Office 365

Hosting

Amazon AWS

Analytics and Tracking

Google Analytics

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