Nate Schlappi, CPFA®

Nate Schlappi is a Retirement Plan & Investment Consultant at HUB International. Based in Scottsdale, Arizona, he consults with clients on their retirement benefit and investment needs. Nate works with employers and business decision-makers, offering guidance to help them in making informed decisions about their organization’s retirement plan. Nate is a graduate of the Marriott School of Business at Brigham Young University. He holds the Certified Plan Fiduciary Advisor (CPFA®) designation, demonstrating his expertise and experience working with retirement plans, including 401(k)s, 403(b)s and other defined contribution plans.