Strategic Operation Specialist; Client Relationship Consultant
ISA TOTAH, CPFA
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 also a devoted supporter of his brother's football endeavors, frequently attending his games. Isa Totah's commitment to both professional excellence and community involvement reflects his well-rounded interests.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.