A financial services professional in San Diego, Brian Gibbs has served as president and CEO of Heritage Retirement Advisors since 2005. In this capacity, he evaluates the financial needs of business owners and high-net-worth individuals to determine their financial needs, then creates a custom management plan aligned with their lifetime goals. San Diego resident Brian Gibbs focuses on wealth transfer within businesses and conducts risk management to help business owners protect their income. He also deals with products and services such as life insurance, long-term care insurance, and charitable structures to help clients optimize their assets and reduce tax liability.
Alongside his role at Heritage Investment Advisors, Mr. Gibbs serves as president and chairman of the board for the Hope Legacy Foundation, a public charity that helps young adults in need. He holds a bachelor of arts in financial and estate planning from Brigham Young University, where he maintained membership in the Academic Honors Society.
Over the course of his 40-year career, Mr. Gibbs has served as financial editor for several community newspapers and offered numerous financial seminars for civic clubs and public audiences. When he is not working, he enjoys playing golf and tennis and spending time with his grandchildren.