The National Association of Plan Advisors (NAPA) named Heather Wonderly, AIF®, CPFA, and Neil Plein, AIF®, CPFA, Aldrich Wealth, on their 2017 list of Top Retirement Plan Advisors Under 40.
“This is a great honor and we are extremely proud to have both Heather and Neil recognized for their achievements,” said Scott Barchus, President of Aldrich Wealth LP.
The list is drawn from nominations provided by NAPA broker-dealer/RIA Firm Partners, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry. NAPA received more than 500 nominations, and received nearly 23,000 votes.