SCOTT SCHLAPPI, CEBS, CPFA, AIFA®
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.
ARIZONA | UTAH | MISSOURI | TENNESSEE
Scottsdale Corporate Office
at the Scottsdale Financial Center III
7272 E. Indian School Rd.
Scottsdale, AZ 85251