Charlene Wehring is a seasoned financial professional with nearly four decades of experience as a CPA and 28 years as a financial advisor. She holds securities licenses 7, 63, and 65, along with life, accident, health, and HMO insurance licenses, enabling her to guide clients through the full spectrum of their financial planning needs. Charlene earned her Bachelor of Business Administration from the University of Houston.
Before joining Cetera Wealth Services, Charlene served as a premier advisor with Avantax Investment Services℠, where she consistently ranked among the top 75 advisors nationwide out of nearly 4,000 for fourteen consecutive years. She has also served on the Advisory Council for Cetera Wealth Services and is an active member of the Women’s Impact Network. Her commitment to excellence has been recognized through the Texas Monthly Five-Star Wealth Manager Award, which she has earned six times.
Charlene is deeply engaged in her professional community and maintains memberships with the Houston Chapter of the Texas Society of CPAs, the Houston Financial Planning Association, and the American Institute of CPAs. She frequently collaborates with other leading financial advisors across the United States to stay at the forefront of trends and best practices.
A lifelong resident of Bellville, Texas, Charlene values the opportunity to serve clients in the community she has always called home. Outside of her professional work, she enjoys saltwater fishing, watching sports, traveling, and spending cherished time with her husband, Kenny, their children, seven grandchildren, and two great-grandchildren.