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
Todd Schlappi
Retirement Plan Consultant
Profile Photo
Shelley Totah
Director of Client Relations
Profile Photo
Nate Schlappi
Retirement Plan and Investment Consultant
RH
Rick Horton
CEO, Senior Vice President, Wealth Management Services; Investment Consultant, Chief Compliance Officer

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson