Heath Goldstein is an educator with the Financial Education Partnership (FEP), one of the largest and fastest growing financial education 501(c)(3) nonprofits in the country. He is also in his 14th year as Vice President of a firm specializing in financial education, tax-planning and financial planning for pre-retirees and retirees.
Heath holds insurance licensing, as well as his Series 7, 11, 24, 65 & 66 Securities license so that he can provide comprehensive financial planning strategies to individuals. He is also the Chief Compliance Officer of his RIA. Heath has a thorough understanding of innovative financial strategies to help pre-retirees and retirees to plan for a more secure financial future. He is also an Appointed Judge of Elections with Lackawanna County for the Primary and General Elections.
Heath is a volunteer fireman and emergency medical technician with Clark’s Summit Fire Company, Chinchilla Hose Company, Justus Volunteer Fire Company and Scott Hose Company. He is also a water rescue technician with Dive Rescue Specialists Company. While he’s not working or volunteering, you’ll find this Northeast PA native rooting for the Wilkes-Barre/Scranton Penguins (AHL team of the Pittsburg Penguins) and Scranton/Wilke-Barre Rail Riders (AAA Team of the New York Yankees). He’s a amateur (Ham) radio operator, instrument rated private pilot, and avid traveler. Heath loves spending time with his 2 brothers, 2 nephews, and his niece.