© 2019      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234

Client Relationship Consultant

josti@wealthplanadvisor.com

JERRY OSTI

Jerry Osti has been in the financial services industry, specifically working with retirement plans, for nearly 20 years. He joined WealthPlan Advisors in 2016 as a Client Relationship Consultant. Jerry handles the day-to-day needs of WPA’s clients and their retirement plans. These duties include acting as a liaison between the clients and recordkeepers, discussing plan design changes, analyzing compliance testing and monitoring compliance deadlines. When it comes to his job, Jerry is passionate about helping his clients maintain a retirement plan that works well for their employees and prepares them for a comfortable retirement. He has a knack for solving problems and making things work more efficiently. Prior to joining WealthPlan Advisors, Jerry worked at a top tier recordkeeper in plan administration and as a business analyst/coordinator over certain specific retirement plan topics. 

CONTACT US

ARIZONA  |  NEVADA  |  UTAH  |  MISSOURI  |  TENNESSEE

Scottsdale Corporate Office

at the Scottsdale Financial Center III

 

7272 E. Indian School Rd. 

Suite 103

Scottsdale, AZ 85251

 

Tel: 480-505-0234

Fax: 480-505-0239