Wendolyn  Forbes,  CFP<sup>&reg;</sup> - Financial Advisor

Wendolyn Forbes, CFP®

Investment Adviser Representative

Wealth Transition Finance, A Member of ASN, LLC

37 Church Street, Suite 11
Waynesville, NC 28786
FINANCIAL ADVISOR'S WEBSITE
(828) 734-4868 CONNECT WITH Wendolyn
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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 Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ABFP

Financial Advisor's Specialties

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

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