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Nate Schlappi is a dedicated Retirement Plan and Investment Consultant that leverages his background in accounting and M&A advisory to help businesses with their retirement plans. Drawing from this background, he has a keen understanding of his clients' financial perspectives and concerns, allowing him to provide tailored solutions that align with their goals.

Nate has a genuine passion for helping businesses with the design and governance of their retirement plans, while also ensuring participants are aware of their benefits and on a path to secure retirement. His commitment to excellence extends to helping clients navigate the evolving landscape of regulatory requirements, ensuring compliance with fiduciary duties while minimizing distractions from their core day-to-day responsibilities.

Outside of work, Nate enjoys spending quality time with his family, watching his favorite sports teams, and playing basketball & pickleball.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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