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SCOTT SCHLAPPI, CEBS, CPFA, AIFA® 

Senior Vice President, Retirement Plan Services

Scott.Schlappi@HUBInternational.com

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Scott, a Senior Vice President at WealthPlan Advisors, boasts a career spanning over 30 years in the retirement plan and investment business. In 2009, he co-founded WealthPlan Advisors alongside his brother, Todd. Scott's unparalleled expertise shines in his comprehensive knowledge of Qualified/Non-Qualified Retirement Plans, catering to corporations, governments, and nonprofit organizations.

 

Throughout his career, Scott has dedicated himself to assisting organizations in establishing, monitoring, and enhancing their retirement plans. His prominence extends to various local and national retirement plan and investment consultant councils, where he is widely recognized and valued for his contributions. Scott serves as the Chair of the Planning Committee of the Retirement Advisor Council.

 

Scott holds designations, including Accredited Fiduciary Investment Analyst (AFIA®), Certified Employee Benefits Specialist (CEBS), and Certified Plan Fiduciary Advisor (CPFA). His passion lies in aiding organizations to enhance their retirement plans, ultimately paving the way for more comfortable futures. Scott's commitment to excellence and his significant contributions have solidified his reputation as a leader and innovator in the field of retirement planning.

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