Director of Operations & Retirement and Investment Consultant

hfagen@wealthplanadvisor.com

HEATH FAGEN, CPFA

Heath Fagen has over 16 years of working specifically with corporate retirement plans. Throughout his career, Heath’s service to his clients has included providing insight on utilizing the right plan design to achieve client’s goals, investment analysis, comparisons and portfolio construction, conducting fee benchmarking and navigating the relationships between vendor and client successfully, and overall, being a trusted resource for his clients and their best interests. He is passionate about partnering with plan sponsors to ensure their retirement program is fiduciarily sound, and that it fosters a retirement-ready workforce. Heath also leads our team of internal operations specialists, who all work together to ensure that WealthPlan Advisors is running smoothly.

CONTACT US

ARIZONA  |  NEVADA  |  UTAH  |  MISSOURI  |  TENNESSEE

Scottsdale Corporate Office

at the Scottsdale Financial Center III

 

7272 E. Indian School Rd. 

Suite 103

Scottsdale, AZ 85251

 

Tel: 480-505-0234

Fax: 480-505-0239

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