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Texas Financial Advisor, Charlene Wehring, Joins National Forbes Finance Council

Texas Financial Advisor, Charlene Wehring, Joins National Forbes Finance Council

September 23, 2021
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BELLVILLE, TX. (September 23, 2021) – Charlene Wehring, financial advisor and founder of a Texas-based financial services firm, Wehring Wealth Management, has joined the prestigious Forbes Finance Council, an invitation-only organization for senior-level finance executives.

The Forbes Finance Council is a community of finance executives from across the country who share insights, best practices and innovative approaches to personal finance. In addition to networking with industry thought leaders, the council affords members the opportunity to contribute editorial content to Forbes.com monthly. Charlene’s first article provides insights on why your CPA should collaborate with your financial advisor.

“I’m honored to be selected for the council among many prestigious companies and financial advisors contributing great work to the finance industry,” said Charlene Wehring, financial advisor and founder of Wehring Wealth Management.  “I whole-heartedly believe that a tax-smart approach to financial planning is in the best interest of my clients, and I’m eager to share the importance of this approach with a broader audience so people can have access to the advice they deserve – no matter where they live in the country.” 

Under Wehring’s leadership, her company evolved from its roots as a tax and accounting firm to the unique, integrated financial services firm it is today. Located in the heart of Bellville, the firm provides services in tax and accounting, financial planning, investment management, insurance planning, business planning and more, all under one roof. With attention to helping a wide group of individuals and families, Wehring Wealth Management focuses on being clients’ sounding board for sound financial advice. Recently, the firm was named by Accounting Today as one of the top CPA firms in financial planning in 2020 and one of the Top Firms by Assets Under Management in 2021. 

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About Charlene Wehring
A lifelong member of the Bellville community, Wehring has nearly four decades of experience as a CPA and more than 20 years as a financial advisor. She holds securities licenses 7, 63 and 65 as well as life, accident, health and HMO insurance licenses in order to advise clients on important aspects of their financial lives. Wehring has a Bachelor of Business Administration degree from the University of Houston.

As a premier advisor with the Avantax Investment Services broker dealer, she has been a top 75 performing advisor out of nearly 4,000 advisors across the nation for the past six years. Wehring serves on the Advisory Council for Avantax and the Steering Committee for Women’s and Diversity Initiative. She has received the Texas Monthly 5 Star Wealth Manager Award six times and is a member of the First Elite Accountability Team to collaborate with other successful financial advisors across the United States.

For more information, visit wehringwealthmanagement.com.

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Securities offered through Avantax Investment ServicesSM, Member FINRASIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.