Who We Are

Heath Goldman PFP, CSPG

Email Heath , License 0B98871

Heath Goldman PFP, CSPGHeath Goldman is a financial architect and President/CEO of ICON Wealth and Legacy Partners.  Prior to joining ICON, Heath was a member of Sagemark Consulting's Financial Planning team and worked for PaineWebber in their Private Client Group.

With his experiences, Heath is able to serve as a valuable resource to his client's planning team by systematically addressing each need to aid in achieving his client's objectives before implementing specific recommendations. With his on-going commitment to community service in his life outside of the office, Heath is well versed to provide charitable planning advice in his daily discussions with clients.

Heath holds multiple licenses and securities registrations enabling him to offer diverse services based on individual clients' needs. He has also attained the status of Personal Financial Planner.

Heath is a graduate of the University of Arizona, where he was a Rhodes Scholarship nominee. He is currently a board member of the University of Arizona alumni association and a founding member and past President of the recently established ZBT Southern California Alumni Association. Heath is married to Wendy and they have two children, Sydney and Riley. Heath enjoys sports and traveling with his family.

 

Events

Resources

Social Media

 

Professional Alliances

Cabo Sport Fishing www.redrumcabo.com

Bolton & Company www.boltonco.com

ProVisors www.provisors.com