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Mason Heidt, CF2, CLTC

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Mason Heidt

Mason Heidt

Certified Financial Fiduciary®

CF2 Since 2025
Savannah, GA

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NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Active Dates
Feb 11, 2025 – Feb 11, 2027
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About Mason Heidt

Mason Heidt and his wife, Krista, live in Savannah, Georgia, and are the proud parents of two children, Kaylie and Cohen.
Born and raised in Savannah, Mason graduated from the University of Georgia with a degree in Risk Management and Insurance, where he was a member of Sigma Nu Fraternity. He graduated in May 2002 and started working with Savannah Wealth Group the same month.

Mason has 21 years of experience in insurance and securities within the financial profession. He is licensed in all areas of the financial services industry, including Life and Health Insurance, Variable Products, and FINRA Series 6, 63, 65, and 7 registrations. He is a past president of NAIFA (National Association of Insurance and Financial Advisors) and a founding member of the Savannah Wealth Group. His areas of focus include the medical professional market, small business consulting, and individual retirement planning. He leads a men’s monthly ministry group at his church and a suicide ministry.

When Mason is not working, he loves to spend time with his family traveling, attending football games in Athens, Georgia, and offshore fishing.

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