For more than 12 years, Brian Gibbs has supervised operations as president and chief executive officer of San Diego’s Heritage Retirement Advisors, Inc. In his role as a retirement transition specialist and certified retirement income professional, Brian Gibbs works closely with high net worth clients and business owners in and around San Diego as they establish retirement plans and corporate exit strategies. An expert in retirement planning, including minimization of taxes and portfolio diversity, Mr. Gibbs assists clients in generating a number of sustainable, lifelong revenue streams.
At Brigham Young University in Provo, Utah, Mr. Gibbs studied financial and estate planning and received the Robert L. Ward Outstanding Financial Planner Award. More recently, Brian Gibbs has expanded his professional skills by completing advanced estate planning courses at The American College in Bryn Mawr, Pennsylvania. In his free time, Mr. Gibbs enjoys staying physically active by hiking and playing golf and tennis.