YOUR WEALTHPLAN ADVISORS INSTITUTIONAL 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