Principal, Retirement Plan and Investment Consultant

WPA Registered Principal

Scott Schlappi, Principal at WealthPlan Advisors, has been in the retirement plan and investment business throughout his entire career of 30 years. He started WealthPlan Advisors with his brother in 2009 after working at a top tier recordkeeper. Scott is best known for his knowledge of Qualified Retirement Plans offered by corporations, governments and nonprofit organizations and is well-known among ERISA Councils, which are the governing bodies that regulate retirement plans.


Scott is an Accredited Fiduciary Investment Analyst (AFIA®) and a Certified Employee Benefits Specialist (CEBS), and has enjoyed spending his entire career helping organizations establish, monitor and improve their retirement plans to lead to more comfortable lives in the future.



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

© 2020      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234