Leading Retirement Planner in San Diego, California
Over 37 years in the financial services industry, President and CEO of Heritage Retirement Advisors Brian Gibbs has built a reputation as a leading San Diego retirement planner. An expert in the use of charitable foundations for charitable, income, and tax purposes, he leverages his skills to produce retirement plans and exit strategies for families and individuals of high net worth. As a certified retirement income professional and a retirement transition specialist, San Diego native Brian Gibbs and his team of accountants and financial consultants work to secure peace of mind for their clients and ensure a smooth transfer of assets within businesses or within families.
Brian Gibbs holds a BS in financial and estate planning from Brigham Young University. He has since earned RICP designation at American College where he also completed a number of advanced estate-planning courses. He is a licensed real estate agent, a registered financial consultant, and a certified mortgage planning specialist.
In his spare time he stays active, regularly hiking, golfing, and playing tennis. He also enjoys traveling the world and attending charitable events.