CoverProfile

Heath Fagen

Director Of Operations

WealthPlan Advisors

United States, Tennessee, Nashville

About Me

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

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

Profile Photo
Lorraine Downing
Retirement Plan and Investment Consultant
Profile Photo
Todd Schlappi
Retirement Plan Consultant
Profile Photo
Isa Totah
Strategic Operation Specialist; Client Relationship Consultant
Profile Photo
Scott Schlappi
Senior Vice President, Retirement Plan Services

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth