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

Since 2008, Wendolyn's career focus has involved helping people with their personal finance and investment management goals. In 2021, she founded Wealth Transition Finance, A Member of Advisory Services Network, LLC, a boutique fee-only financial services firm dedicated to providing investment management and personalized financial planning services. Wendolyn serves a diverse clientele, including self-employed women, C-suite executives, retirees, and widows, helping to create spending and investment plans to align with their vision of financial freedom and pursue their goals.

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), the 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 her community.

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.

TheCertified 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.