Brian D. Gibbs

Brian D. Gibbs Email and Phone Number

CEO Heritage Retirement Advisors, Inc. @ Heritage Retirement Advisors, Inc.
san diego, california, united states
Brian D. Gibbs's Location
San Diego, California, United States, United States
Brian D. Gibbs's Contact Details
About Brian D. Gibbs

My goal is to help people make good decisions with their money. I draw from over 40 years of experience as a financial services consultant with emphasis in retirement, insurance, annuity, tax and real estate strategies. My college degree was in Financial and Estate Planning, and I am a Registered Financial Consultant and Retirement Income Certified Professional with advanced training and expertise in retirement planning, charitable and advanced insurance strategies, and real estate/financing plans as a former Certified Mortgage Planning Specialist. Former expertise includes 18 years as a Securities Principal and Branch Manager for several NASD broker dealers, and Manager of various investment LLCs. The three main things I do for my clients are: 1) reduce taxes and asset risk, 2) increase income and asset potential and 3) provide clarity and peace of mind regarding financial decisions and strategies.Specialties: Comprehensive Financial Consulting, Retirement Planning/Distribution, Risk Management, Income Tax Planning, Advanced Life and Annuity Strategies, Real Estate and Mortgage Financing, and Charitable Gifting

Brian D. Gibbs's Current Company Details
Heritage Retirement Advisors, Inc.

Heritage Retirement Advisors, Inc.

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CEO Heritage Retirement Advisors, Inc.
san diego, california, united states
Website:
heritageret.com
Employees:
3
Brian D. Gibbs Work Experience Details
  • Heritage Retirement Advisors, Inc.
    President, Ceo
    Heritage Retirement Advisors, Inc. Aug 2005 - Present
    Rancho Bernardo, Ca
    Financial Consulting for successful individuals within 10 years of retirement who seek greater safety and diversification in their financial picture. Since most people have not retired before, they need an experienced advisor to help them make the most important decisions for the rest of their lives as they approach retirement. I use my 35 years of financial and strategic planning expertise to increase income and asset performance and to protect my client's capital from the various financial risks in their lives, including life & health risks, excess taxation and inflation.
    View
  • Gibbs Financial Services
    Tax And Retirement Planner
    Gibbs Financial Services Apr 1981 - Aug 2005
    Greater San Diego Area
    I help Baby Boomers, Executives and current retirees lower their income and estate tax burden, improve return on assets, and help create peace of mind through proper financial structures and strategies. I work with clients in a holistic financial approach to optimize all financial resources, including income, retirement plans and business resources.

Brian D. Gibbs Skills

Retirement Planning Retirement Finance Estate Planning Asset Allocation Real Estate Financing Tax Advisory Customer Service Income Disability Insurance

Brian D. Gibbs Education Details

Frequently Asked Questions about Brian D. Gibbs

What company does Brian D. Gibbs work for?

Brian D. Gibbs works for Heritage Retirement Advisors, Inc.

What is Brian D. Gibbs's role at the current company?

Brian D. Gibbs's current role is CEO Heritage Retirement Advisors, Inc..

What is Brian D. Gibbs's email address?

Brian D. Gibbs's email address is br****@****inc.com

What is Brian D. Gibbs's direct phone number?

Brian D. Gibbs's direct phone number is +185823*****

What schools did Brian D. Gibbs attend?

Brian D. Gibbs attended The American College, Brigham Young University.

What are some of Brian D. Gibbs's interests?

Brian D. Gibbs has interest in Water Sports, Musical Productions, Financial Strategies, Traveling, Financial Management, Hiking, Golf, Tennis, Family Time, Snowmobiling.

What skills is Brian D. Gibbs known for?

Brian D. Gibbs has skills like Retirement Planning, Retirement, Finance, Estate Planning, Asset Allocation, Real Estate Financing, Tax Advisory, Customer Service, Income, Disability Insurance.

Who are Brian D. Gibbs's colleagues?

Brian D. Gibbs's colleagues are Gale Rendon.

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