CoverProfile

Shelley Totah

Director of Client Relations

WealthPlan Advisors

United States, Arizona, Phoenix

About Me

With an impressive 27-year tenure in the corporate retirement plan industry, Shelley Totah has been a cornerstone of expertise and dedication. Her journey commenced in Spokane, WA, where she thrived at a top-tier recordkeeper before making a pivotal move to Arizona over 14 years ago. As the inaugural employee of WealthPlan Advisors, Shelley has played an instrumental role in shaping the company's success. Currently at the leader of the Client Relationship Consultant (CRC) team, Shelley also helps with overseeing the day-to-day needs of WealthPlan Advisors' clients. Her responsibilities encompass the seamless coordination of administrative requirements, plan changes, compliance matters, an

View more

Profile Information

Director of Client Relations

WealthPlan Advisors

Marketing Team

Investor

RIA/Wealth Manager/Asset Manager

Phoenix

Arizona

United States

Aug 13, 2025

More profiles to browse

CF
Catharine Fitch
Investment Adviser, Portfolio Manager
Profile Photo
Isa Totah
Strategic Operation Specialist; Client Relationship Consultant
Profile Photo
Heath Fagen
Director Of Operations
Profile Photo
Nate Schlappi
Retirement Plan and Investment Consultant

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services