Wendolyn Forbes (CFP®)

Wendolyn Forbes focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Socially Responsible Investments
  • Women's Financial Planning Issues

NAPFA Start Date

February 01, 2022


This Office

37 Church Street Suite 11 Waynesville, NC 28786 Phone: (828) 734-4868