Our E1 member Heath Goldman is the President / CEO of ICON Wealth & Legacy Partners in Sherman Oaks. Describing himself as a “Financial Architect,” Heath serves as a valuable resource to his clients’ planning teams by addressing each of their needs and helping to aid in achieving each client’s objectives.
He regularly works with successful business owners and real estate families who often lose focus when it comes to important areas of their personal lives, such as estate planning, succession, wealth transfer, tax mitigation and asset protection. Heath acts as “their personal CFO,” side-by-side with their traditional CPA. With his ongoing commitment to community service in his personal life, Heath is also well-versed in providing charitable planning advice to his clients in his daily discussions with them.
Regarding Echelon, Heath says, “I’ve known about Echelon since day one — I had previously been very active in Provisors. Brian Rabinovitz asked me to help build the Valley Trusts and Estates Group, and I was glad to do so. I appreciate the marketing experience they bring to the table and how they go about promoting their members. Their ability to help create a brand, or market and promote your firm, is exceptionally valuable. Also, while I’ve known a lot of their members previously, I am certainly looking forward to meeting their newer members at future Echelon events.”
Prior to ICON, Heath was a member of Sagemark Consulting’s Financial Planning team; he also worked for PaineWebber in their Private Client Group. A graduate of the University of Arizona, Heath is a Board Member of The Association for Corporate Growth 101 Chapter, and a founding member/current president of the Zeta Beta Tau Southern California Alumni Association. He, his wife, Wendy, and their two children, Sydney and Riley, enjoy sports and traveling as a family.
