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 - Camryn

Camryn Holt,AIF

 

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 - Lorraine

Lorraine Downing

 

Retirement and Investment Consultant

401k Advisor Firms Arizona - Wealth Plan Advisors - Heath

Heath Fagen,CPFA

 Director of Operations & Retirement and Investment Consultant

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Carolyn Dyson

 

Retirement and 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 - Ciara

Ciara Sharp Hanratty,CFP ®

 

Investment Consultant

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Pat Gamache

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Pension Goddess

401k Advisor Firms Arizona - Wealth Plan Advisors - Brooke

Brooke Ackerman

 

Sales and Marketing Associate

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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© 2020      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234