Heath Heavy, Cfp®
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Heath Heavy, Cfp® Email & Phone Number

Financial Planner at Albion Financial Group
Location: Salt Lake City Metropolitan Area, United States 4 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Albion Financial Group
Role
Financial Planner
Location
Salt Lake City Metropolitan Area, United States
Company size
25 employees

Who is Heath Heavy, Cfp®? Overview

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Quick answer

Heath Heavy, Cfp® is listed as Financial Planner at Albion Financial Group, a with 25 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Heath Heavy, Cfp®.

Heath Heavy, Cfp® previously worked as Associate Financial Advisor at Evangelista & Associates and Paraplanner at Evangelista & Associates. Heath Heavy, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General, 3.9 from Western Michigan University - Haworth College Of Business.

Company email context

Email format at Albion Financial Group

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Albion Financial Group

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Profile bio

About Heath Heavy, Cfp®

Heath Heavy, Cfp® is a Financial Planner at Albion Financial Group.

Current workplace

Heath Heavy, Cfp®'s current company

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Albion Financial Group
Albion Financial Group
Financial Planner
salt lake city, utah, united states
Website
albionfinancial.com
Employees
25
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4 roles

Heath Heavy, Cfp® work experience

A career timeline built from the work history available for this profile.

Paraplanner

Evangelista & Associates

Ann Arbor, Michigan, United States

• The financial consultants at Evangelista & Associates are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Evangelista & Associates are separate entities from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Feb 2022 - Dec 2023
Team & coworkers

Colleagues at Albion Financial Group

Other employees you can reach at albionfinancial.com. View company contacts for 25 employees →

PC Paige Christensen Paige Christensen Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → TJ Tyani Joseph Tyani Joseph Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → RD Rose De Witt Rose De Witt Colleague at Albion Financial GroupLondon, England, United Kingdom View → NR Natalie Richards, Fpqp Natalie Richards, Fpqp Colleague at Albion Financial GroupSalt Lake City Metropolitan Area, United States View → DC David Clark David Clark Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → BM Briana Mofhitz-Faieta Briana Mofhitz-Faieta Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → JT José Treviño José Treviño Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → DV Daymian Vajda, Fpqp® Daymian Vajda, Fpqp® Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → PK Peggy Knodel Peggy Knodel Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → SD Sara Dewey, Fpqp® Sara Dewey, Fpqp® Colleague at Albion Financial GroupSalt Lake City, Utah, United States View →
2 education records

Heath Heavy, Cfp® education

FAQ

Frequently asked questions about Heath Heavy, Cfp®

Quick answers generated from the profile data available on this page.

What company does Heath Heavy, Cfp® work for?

Heath Heavy, Cfp® works for Albion Financial Group.

What is Heath Heavy, Cfp®'s role at Albion Financial Group?

Heath Heavy, Cfp® is listed as Financial Planner at Albion Financial Group.

Where is Heath Heavy, Cfp® based?

Heath Heavy, Cfp® is based in Salt Lake City Metropolitan Area, United States while working with Albion Financial Group.

What companies has Heath Heavy, Cfp® worked for?

Heath Heavy, Cfp® has worked for Albion Financial Group, Evangelista & Associates, and Financial Planning Association (Fpa).

Who are Heath Heavy, Cfp®'s colleagues at Albion Financial Group?

Heath Heavy, Cfp®'s colleagues at Albion Financial Group include Paige Christensen, Tyani Joseph, Rose De Witt, Natalie Richards, Fpqp, and David Clark.

How can I contact Heath Heavy, Cfp®?

You can use AeroLeads to view verified contact signals for Heath Heavy, Cfp® at Albion Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Heath Heavy, Cfp® attend?

Heath Heavy, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General, 3.9 from Western Michigan University - Haworth College Of Business.

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