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Brian Gibbs (San Diego)

Brian Gibbs (San Diego)

A Retirement Planner in San Diego for More than 30 Years

Brian Gibbs San Diego
San Diego United States (California)
Employed Available
Serving clients in the San Diego, California, area, Brian Gibbs currently serves as CEO and president of Heritage Retirement Advisors, Inc. Through his firm, he offers a wide array of advisory services in the areas of retirement planning, estate planning, tax planning, charitable planning, and real estate. As a registered financial consultant, Brian Gibbs has been helping clients in the San Diego area build and retain wealth for more than 30 years.

Before embarking upon his professional career, Gibbs attended Brigham Young University in Provo, Utah, where he earned a bachelor of science degree in financial and estate planning. While studying there, he was named the Robert L. Ward "Outstanding Financial Planner" Award winner and also held membership in the school’s Academic Honors Society.

As a former financial advisor and investment banker, he helped his clients grow their portfolios over the years and has since leveraged his extensive experience to serve clients as a comprehensive retirement planner. Apart from his work, Brian enjoys staying active and plays a number of recreational sports.
Resume created on DoYouBuzz

President, CEO

Heritage Retirement Advisors, Inc.
Since January 2005

President/Planner

Brian Gibbs, BSFP / Gibbs Financial Services, Inc.
January 1981 to December 2000

BS

Brigham Young University

January 1979 to April 1981
  • Financial Consultant
  • Retirement Planner
  • Golf
  • Tennis