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Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™

Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™

Director of Financial Planning and Investments

Wendolyn Thurston Forbes is a CERTIFIED FINANCIAL PLANNER™ practitioner and designee of the MPAS™, CFP®, CSRIC®, and ABFP™ certifications.

Wendolyn began her career in finance in 2008. From personal banking to investment management, Wendolyn's variety of career experiences within the industry informs her understanding of personal finance and how she advises her clients. In 2021, Wendolyn launched her own practice, Wealth Transition Finance, A Member of Advisory Services Network, LLC to provide financial planning services and investment management services with the values of personalized service, timely communication, and practical advice for either a one-time or on-going cost.

In addition to writing original content on personal finance for local publications, Wendolyn serves our WNC community by lending a voice to the following Boards of Directors: Working Wheels and Haywood Vocational Opportunities (HVO). A member of the Waynesville Sunrise Rotary Club, Wendolyn serves alongside fellow Rotarians to benefit the Haywood County community through a variety of service projects.

Wendolyn is a partner to Daniel Forbes and mother to two young children. She enjoys writing creatively, self-publishing verse novels, bicycling, hiking the mountains of WNC, renovating older homes, and road-tripping in her Ford Transit van. She resides in Waynesville where she and Daniel are renovating and enjoying a 1940s house that was unoccupied for 20 years.

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.