Wendolyn Forbes (CFP®, Chartered SRI Counselor™)

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

Business Owners

Generation X

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Women's Financial Planning Issues

Planning Specialties

Whether you are a do-it-yourself investor who wants to engage a professional for financial planning services or an investor who prefers to lean into the guidance of a professional for ongoing investment management, you are invited to connect with Wendolyn so you may discover whether it makes sense to collaborate and explore your financial situation together.

Additional Information

Wendolyn Forbes is a CERTIFIED FINANCIAL PLANNER™ practitioner who collaborates with and guides women through managing wealth, navigating life transitions, and gaining confidence about finance. Wendolyn began her career in finance in 2008 working as a personal banker for a large firm. After over nine years with that firm, she transitioned to a nationally known broker/dealer to help clients with investment management in 2017. In 2021, she launched her own financial services practice, Wealth Transition Finance, A Member of Advisory Services Network, LLC to provide personalized financial planning and investment management services in alignment with her values of high-caliber client care, timely communication, and practical advice delivered with transparency and integrity. Wendolyn works with professional and entrepreneurial women who want to simplify and gain confidence about their financial lives. She collaborates with her clients and, once they have decided to implement a strategy, she becomes an accountability partner, providing on-going guidance as clients pursue their goals. As a fee-only financial planner, Wendolyn's financial planning and investment management services are available for either a one-time or on-going cost which provides clients with flexibility in their approach to financial planning.