Heath M Johnson, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor


Experience, Knowledge and Ethical Advice

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter
Heath Johnson received his CLU®  in May 2003 from The American College

The Chartered Life Underwriter (CLU® ) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CL® U, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU®  designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant
Heath Johnson received his ChFC®  in March 2010 from the American College

The Chartered Financial Consultant (ChFC® ) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC®  program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.



Chartered Advisor for Senior Living (CASL®)

Heath Johnson received his CASL in September 2013 from the American College

The Chartered Advisor for Senior Living (CASL®) designation enables the candidate to deliver lifelong benefits to clients in leading them from middle age through retirement, and assisting clients with the management, preservation and transfer of wealth.



Retirement Income Certified Professional ® (RICP®)

Heath Johnson received his RICP in September 2014 from the American College

The Retirement Income Certified Professional ® designation teaches professionals how to create sustainable retirement income for clients, covering all of the best techniques that are working now; using a practical, comprehensive, and current approach. 


Associations and Memberships



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