Wendolyn Forbes, CFP^®

MPAS™, CSRIC^®

Director of Financial Planning and Investments

Wealth Transition Finance, A Member of ASN, LLC

37 Church Street, Suite 11
Waynesville, NC 28786

FINANCIAL ADVISOR'S WEBSITE

http://www.wtf-asn.com

(828) 734-4868 CONNECT WITH Wendolyn

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

A fee-only fiduciary offering professional investment management services at an AUM rate and financial planning at a fixed rate.

Minimums

HOUSEHOLD INCOME MINIMUM

$80,000

Investable Asset Minimum

$125,000

My Links

Website

Brochures

ADV Part 2A

General

Wendolyn Forbes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Transition Finance, A Member of ASN, LLC in Waynesville, NC and the surrounding communities.

Financial Advisor Overview

Wendolyn is a CERTIFIED FINANCIAL PLANNER™ professional who helps clients with managing wealth, navigating life transitions, and gaining confidence about finance. Wendolyn is a fee-only fiduciary offering professional investment management services at an AUM rate and financial planning at a fixed rate.

Financial Advisor Experience

Wendolyn is a CERTIFIED FINANCIAL PLANNER™ professional and designee of MPAS™, CSRIC®, and ABFP™ certifications. Having nearly two decades of experience in the financial services industry, Wendolyn offers a unique perspective gained from a diverse career path spanning from personal banking to investment management. This breadth of experience, combined with her Master's degree in Personal Financial Planning, enables her to provide personalized guidance to individuals striving to achieve their financial goals. Wendolyn specializes in helping self-employed women, C-suite executives, retirees, and widows explore a variety of personal finance topics and strategies, including retirement planning, spending paths, tax planning strategies, inheritance distribution strategies, investment management, and more. Wendolyn specializes in investment management services and helping clients create financial plans to align with their vision of personal financial freedom so they may pursue what they want out of life.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - ABFP, MPAS, CSRIC

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances