Fort Worth, TX – (May 11, 2022) WPWealth Senior Associate, Matt Magee, has passed his CERTIFIED FINANCIAL PLANNER® Exam.
“As our group of talented advisors continues to grow, the importance of continued education follows. We are extremely proud of Matt for working hard to earn his CFP® and look forward to seeing his career develop in the coming years,” stated Thomas J. Rein, CPA, PFS, and Managing Director for WPWealth.
Magee has been with WPWealth since 2020. He helps his broad range of clients to decipher how to maintain and grow their wealth. Magee is a graduate from Texas Christian University Neeley School of Business where he earned his B.B.A. in Marketing and Sales Management. He holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™. He strives to continue client relationships through multiple generations, helping generate the largest benefits possible with his problem-solving capabilities.
Throughout his time at WPWealth, he has hosted the Whitley Penn Talks podcast series, “Navigating Through Uncertainty.” This series focused on the effects of COVID-19 during the 2020 year and how that played a role in unemployment, stock market volatility, and an overall state of the economy.
Outside of work, Magee enjoys spending time his wife and daughter, Lucy, as well as traveling and listening to podcasts.
About WPWealth LLP
WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.