Scott Schlappi, AIFA®, CEBS, CPFA®

Scott, a Senior Vice President at WealthPlan Advisors, HUB International company boasts an illustrious career spanning over 30 years in the retirement plan and investment business. In 2009, he co-founded WealthPlan Advisors. Scott’s expertise shines in his comprehensive knowledge of Qualified/Non-Qualified Retirement Plans, catering to corporations, governments, and nonprofit organizations.

Throughout his career, Scott has dedicated himself to assisting organizations in establishing, monitoring, and enhancing their retirement plans. His prominence extends to the ERISA Councils, where he is widely recognized and valued for his contributions. Actively engaged, Scott serves as a dedicated member of the Retirement Advisor Council.

Scott holds distinguished designations, including Accredited Fiduciary Investment Analyst (AFIA®) and Certified Employee Benefits Specialist (CEBS). Scott’s commitment to excellence and his significant contributions have solidified his reputation as a leader and innovator in the field of retirement planning.