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.
Client Relationship Consultant
ARIZONA | UTAH | MISSOURI | TENNESSEE
Scottsdale Corporate Office
at the Scottsdale Financial Center III
7272 E. Indian School Rd.
Scottsdale, AZ 85251