CoverProfile

Isa Totah

Strategic Operation Specialist; Client Relationship Consultant

WealthPlan Advisors

United States, Arizona, Phoenix

About Me

Isa Totah is a Strategic Operation Specialist, currently with WealthPlan Advisors, a division of HUB International located in Scottsdale, Arizona. Isa brings a wealth of experience from his tenure at top tier record keepers. Having transitioned from the record keeper side of the financial world, Isa is thrilled to embrace a new role where he can engage and directly impact clients. His goal is to leverage his knowledge to assist clients in efficiently managing their pension plans, ensuring their financial success and security. Beyond the corporate realm, Isa is an avid youth football coach, dedicating his time and knowledge to nurturing the talents and character of young athletes. He is al

View more

Profile Information

Strategic Operation Specialist; Client Relationship Consultant

WealthPlan Advisors

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Phoenix

Arizona

United States

Aug 13, 2025

More profiles to browse

Profile Photo
Lorraine Downing
Retirement Plan and Investment Consultant
CF
Catharine Fitch
Investment Adviser, Portfolio Manager
Profile Photo
Camryn Holt
Retirement Plan & Investment Consultant
Profile Photo
Heath Fagen
Director Of Operations

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation