Heath has over 23 years of working specifically with corporate retirement plans. His career started with one of the largest recordkeepers in the industry, selling and designing corporate retirement plans, before transitioning to a Retirement Plan and Investment Consultant with WealthPlan Advisors. Heath's outside the box thinking and creativity began showing at WealthPlan Advisors and lead to him transitioning from a Consultant to his current role as Director of Operations for the firm. Heath's vast experience in retirement plan sales and the RFP process throughout his career is a valuable asset as he also coordinates and leads WealthPlan Advisors' RFP and New Business process
Heath Fagen
Director Of Operations
WealthPlan Advisors
United States, Tennessee, Nashville
About Me
Profile Information
Director Of Operations
WealthPlan Advisors
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Nashville
Tennessee
United States
Aug 13, 2025
Work Experience
WealthPlan Advisors, Inc.
Director Of Operations Feb 2019 - Present
Email: heath.fagan@hubinternational.com
More profiles to browse
Camryn Holt
Retirement Plan & Investment Consultant
Nate Schlappi
Retirement Plan and Investment Consultant
CF
Catharine Fitch
Investment Adviser, Portfolio Manager

Scott Schlappi
Senior Vice President, Retirement Plan Services
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management