LAKE OSWEGO, OR., NOVEMBER 18, 2021 – Aldrich Wealth LP is proud to announce that our Lead Retirement Plan Consultant, Neil Plein, has been named by the National Association of Plan Advisors (NAPA) as one of the Top 100 Retirement Plan Advisors Under 40, on its 2022 Aces list. This is the third year in a row where Neil has been named as a Top Advisor with his first recognition in 2017.
This year, over 700 individuals nationwide applied and responded to a series of quantitative and qualitative questions about their experience, practice, and accomplishments. Following their nomination, a panel of blue-ribbon senior advisor industry experts vetted the applications and selected 2022’s Aces.
“We are so proud to congratulate Neil on this outstanding and well-deserved achievement! Neil’s leadership within the firm, along with the growth of our Corporate Retirement Plans team, have been a driving factor in this recognition—a true testament to the value of his expertise and what this vibrant industry is gaining,” said Heather Wonderly, Partner and Director of Corporate Retirement Plans.
NAPA established the “Aces” list in 2014 and has grown to become a standard-setting industry list. The recipients of this recognition are widely viewed as future leaders in the retirement plan advisor industry.
View the full listing of 2022 recipients here.
About Aldrich Wealth
About Aldrich Wealth
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses, and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s services weave together goal-based wealth management, financial and estate planning, and tax planning and preparation. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services. Aldrich Wealth is part of the Aldrich Group of Companies, including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology, and Aldrich Capital.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.