Who I Am

Heath Goldman CSPG (Certified Specialist in Planned Giving)

license 0B98871

Heath Goldman PFP, CSPGHeath Goldman acts as your 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 and helping 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 FINRA series 7, 63 and 65 registrations and is currently insurance licensed in CA and NC for life/health/disability. 

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 Zeta Beta Tau 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.

 

https://brokercheck.finra.org

 

Events

Resources

Social Media

 

Professional Alliances

ProVisors www.provisors.com

Community Foundation of the Valleys www.ValleyGiving.org