Wendolyn Forbes (ABFP™, CFP®, Chartered SRI Counselor™, MPAS)
Wendolyn Forbes focuses in the
following client markets or areas of practice:
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
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.Additional Information
Beyond her professional pursuits, Wendolyn is actively involved in the western North Carolina community. She serves on the boards of Working Wheels, Haywood Vocational Opportunities (HVO), and the Haywood Community College Foundation Board. Personally, Wendolyn enjoys supporting her family members in their various pursuits, traveling cross-country in her van, creative writing, hiking, renovating homes, and exploring the beauty of Western North Carolina.NAPFA Start Date
February 01, 2022
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