Aldrich Wealth's Heather Wonderly and Neil Plein Recognized as Top Retirement Plan Advisors Under 40

National Association of Plan Advisors 2017 Top Retirement Plan Advisors Under 40

napa-young-guns-jpg-largeThe 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.

Meet Neil

Neil is a Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary® who acts as the quarterback of a retirement plan. He guides employers through the overall plan management with the knowledge to do a deep dive into any aspect of plan operation.

Connect with Neil here.

Meet Heather

Heather has been working in the investment field since 2000. She provides guidance to 401(k) pension committees, helping them understand investments, compliance, fiduciary responsibility, and plan administration. She also provides ongoing employee education to plan participants.

Connect with Heather here.

Aldrich Wealth, LP, is an investment advisor registered with the U.S. Securities and Exchange Commission. Aldrich Wealth provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship, and have been provided a copy of Aldrich Wealth’ ADV Part 2A brochure document.