Partner, Retirement and Investment Consultant

WPA Registered Principal

Todd Schlappi, CRPS, AIFA has more than 15 years of retirement plan consulting experience and is well versed in related laws and regulations. Todd leads our client service and relationship management teams. He has provided advice to many well-known companies and has helped hundreds of companies establish and administer their retirement plans. Todd has focused his entire working career on providing retirement plan consulting. He works closely with plan sponsors and participants, helping them collectively reach their retirement plan and investment goals.

In addition to being a principal of the firm and managing our Lehi, Utah, Location, Todd holds the following designations: Chartered Retirement Plans Specialist (CRPS) and Accredited Fiduciary Investment Analyst (AFIA®).



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

© 2021  |  8777 N Gainey Center Drive, Suite 201, SCOTTSDALE, AZ 85258  |  480.505.0234