© 2019      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234

Specialized corporate retirement plan experts, independent fee only consultants,

investment fiduciary and participant education specialists.

Your WealthPlan Advisors

Retirement Team

401k Advisor Firms Arizona - Wealth Plan Advisors - Scott

Scott Schlappi,

CEBS, CPFA, AIFA

Principal, Retirement and Investment Consultant

401k Advisor Firms Arizona - Wealth Plan Advisors - Todd

Todd Schlappi,

CRPS, AIFA

Partner, Retirement and Investment Consultant

401k Advisor Firms Arizona - Wealth Plan Advisors - Camryn

Camryn Holt,AIF

Retirement and Investment Consultant

 
401k Advisor Firms Arizona - Wealth Plan Advisors - Heath

Heath Fagen,CPFA

 Director of Operations & Retirement and Investment Consultant

401k Advisor Firms Arizona - Wealth Plan Advisors - Lorraine

Lorraine Downing

Retirement and Investment Consultant

401k Advisor Firms Arizona - Wealth Plan Advisors - Ciara

Ciara Sharp Hanratty,CFP ®

Investment Consultant

 
401k Advisor Firms Arizona - Wealth Plan Advisors - Shelley

Shelley Totah,

APA, ACS

Director of Client Relations

401k Advisor Firms Arizona - Wealth Plan Advisors - Jerry

Jerry Osti

Client Relationship Consultant

401k Advisor Firms Arizona - Wealth Plan Advisors - Chelsea

Chelsea Newton

Client Relationship Consultant

 
401k Advisor Firms Arizona - Wealth Plan Advisors - Brooke

Brooke Ackerman

Sales and Marketing Associate & Operations Specialist

401k Advisor Firms Arizona - Wealth Plan Advisors - Scottsdale AZ

Monte McRae

IT Lead and Operations Specialist

CONTACT US

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

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