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
Isa Totah
Strategic Operation Specialist; Client Relationship Consultant
WealthPlan Advisors
United States, Arizona, Phoenix
About Me
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
Nate Schlappi
Retirement Plan and Investment Consultant
Camryn Holt
Retirement Plan & Investment Consultant
CF
Catharine Fitch
Investment Adviser, Portfolio Manager
Lorraine Downing
Retirement Plan and Investment Consultant
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group