Brian Gibbs

Wealth Advisor

Brian D. Gibbs has spent more than thirty years helping families discover, define and achieve their true financial objectives. He combines a rich educational background and practical insight gained in retirement planning, estate planning, real estate and mortgage banking, tax planning, business and executive compensation and insurance planning. Brian has a Bachelor of Science degree in Financial and Estate Planning. He is a Registered Financial Consultant (RFC), and has licenses in real estate and insurance.

Earlier in his career, Brian was also a licensed securities principal (Series 7,24) and investment banker. He invested in and observed over 53 distinct categories of investments and financial strategies. In other words he has “been there and done that”. He observed the mixed results that risk-based investments produced over time. These experiences taught him what works and what does not work in the real world. He now uses these experiences and wisdom gained to protect his clients’ assets and improve their financial pictures.

From over three decades of experience in the financial industry, Brian has carefully incorporated his wisdom, skill and financial strategies into Heritage Retirement Advisors, to help preserve and grow his client’s wealth. He is a proponent of helping clients reduce or eliminate transfer costs and is very proficient at recognizing opportunities to reduce client’s taxes, along with their CPA or accountant.

Brian enjoys educating and teaching financial principles and strategies. He has presented seminars for over thirty years to clients, civic, government and corporate groups on a number of subjects including retirement planning, the economy, tax planning, real estate and financing strategies, and much more.

In his personal life, Brian enjoys participating in tennis, racquetball, golf, and snow and water sports. His passions also include art, music, cultural events and visiting the great outdoors with family and friends. He is most grateful for his greatest treasures of all, his wife of 33 years, Shawna, and their four children and grandchildren.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."

Brian Gibbs
Wealth Advisor

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (858)487-1111

Email: brian@heritageret.com

Website: http://heritageret.com/

KEVIN NUBER

Personal Wealth Coach

For the last 10 years, Kevin has coached over 3,000 financial professionals on how to implement proven wealth strategies for their clients. He’s developed close to 2,500 strategies for individuals and families with a focus on increasing their personal wealth. And over $100.3 million dollars have been put into those accounts.

JORDAN ARIAS

Personal Wealth Coach

Jordan has been in the financial industry for over 10 years and has coached over 2,000 financial professionals nationwide on proven wealth strategies. He currently serves as a personal consultant for four of the top financial advisors in the entire country; advising them on what strategies need to be implemented that are in the best interest of their clients. Over $90 million have been put into these wealth accounts.

BRIAN MANDERSCHEID

Advanced Markets Strategist

Working with over 1,500 financial advisors, Brian develops and recommends financial strategies that are in the best interest of their clients. With a specialty in advanced markets and wealth-building, he analyzes the needs and goals of individuals and families and provides easy-to-understand, vibrant illustrations of where they currently are versus where they can be if implemented correctly.