• Heath Wealth Management LLC

    Heath Wealth Management LLC

    Categories

    Financial ServicesConsultants

    About Us

    With over 20 years as a financial professional, Elijah is dedicated to helping individuals, small businesses and families pursue their financial goals. He uses his established processes in an effort to address quality investments with the appropriate financial goal, taking into consideration his clients’ comfort zone, risk and volatility into account. Elijah’s experience through many different market cycles provides the understanding to help his clients structure the proper portfolio allocation striving to weather the storms of uncertainty. Elijah earned a bachelor’s degree from the University of South Florida. He holds the Series 7, Series 63, and Series 65 securities registrations, all held with LPL Financial. He also has earned several designations that show his depth of knowledge and experience while requiring him to fulfill an ongoing education requirement. These designations include CFP®, ChFC®, CLU®, which give him the ability to create the customized strategy for his clients.

    Highlights

    • Certified Financial Planner ®
    • Chartered Financial Consultant ®
    • Chartered Life Underwriter

    Images

    Gallery Image logo.jpg
    Gallery Image Facebook.jpg
    Gallery Image RC-Confetti-Heath-Wealth-031120.png

    Rep/Contact Info

    Card image cap
    Elijah Heath
    Financial Advisor
    Will Heath
    Licensed Administrative Assistant