Wendolyn Forbes

Director of Financial Planning and Investments

Wealth Transition Finance, A Member of Advisory Services Network, LLC, is a boutique fee-only financial services firm specializing in investment management and personalized financial planning for discerning individuals. We serve a diverse clientele, including self-employed women, C-suite executives, retirees, and widows. Personalized service, timely communication, and practical advice with transparency and integrity are the core values of our practice.

Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™, CCFC, Director of Financial Planning and Investments at Wealth Transition Finance, A Member of Advisory Services Network, LLC, leads our firm. Wendolyn is a CERTIFIED FINANCIAL PLANNER™ professional and designee of MPAS™, CSRIC®, ABFP™, and CCFC certifications. Wendolyn began her career in finance in 2008 working as a personal banker for a large firm. After over nine years with that firm, in 2017 she transitioned to a nationally known broker/dealer to help clients with investment management. In 2021, she founded Wealth Transition Finance, A Member of Advisory Services Network, LLC. Wendolyn specializes in helping clients create spending and investment plans to align with their vision of financial freedom and pursue what they want out of life.

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), Haywood Community College Foundation, and Lake Logan. 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.

Wendolyn is a member of the National Association of Personal Financial Advisors and Financial Planning Association®.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Master Planner Advanced Studies™, MPAS™, and MPAS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Accredited Behavioral Finance Professional™, ABFP™, and the ABFP™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

The Certified College Financial Consultant (CCFC) designation is issued by the American Institute of Certified College Financial Consultants (AICCFC) and is granted to individuals who meet all of the following prerequisites: possess one of the following professional designations: CPA, CFP, ChFC, CPWA, CIMA, RMA, AFC or provide evidence of sufficient education and experience to be deemed satisfactory by the AICCFC.