Your WealthPlan Advisors Retirement Team
Specialized corporate retirement plan experts, independent fee only consultants,
investment fiduciary and participant education specialists.
SCOTT SCHLAPPI,
CEBS, CPFA, AIFA
Principal, Retirement and Investment Consultant
sschlappi@wealthplanadvisor.com
TODD SCHLAPPI,
CRPS, AIFA
Partner, Retirement and Investment Consultant
tschlappi@wealthplanadvisor.com
HEATH FAGEN,CPFA
Director of Operations & Retirement and Investment Consultant
hfagen@wealthplanadvisor.com
CONTACT US
ARIZONA | UTAH | MISSOURI | TENNESSEE
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