Financial Planner and Securities Prin. @ Private Ledger, Sentra Securities (January 1984 - December 1997)
Financial Planner and Insur.Specialist @ Coordinated Planning & Design (April 1981 - December 1983)
Brian Gibbs Education
The American College of Financial Services
Course Certifications (Advanced Business & Estate Planning)
1982-1983
Brigham Young University
Bachelor of Science (Financial & Estate Planning)
1979-1981
Brian Gibbs Skills
Life Insurance
Personal Tax Planning
Real Estate Financing
Retirement Planning
Strategic Financial Planning
Strategic Planning
Strategy
Financial Analysis
Microsoft Excel
Leadership
Project Management
Security
Brian Gibbs Summary
Brian Gibbs, based in San Diego, CA, US, is currently a President, Senior Financial Consultant at Heritage Financial Services, Inc.. Brian Gibbs brings experience from previous roles at Private Ledger, Sentra Securities and Coordinated Planning & Design. Brian Gibbs holds a 1982 - 1983 Course Certifications in Advanced Business & Estate Planning @ The American College of Financial Services. With a robust skill set that includes Life Insurance, Personal Tax Planning, Real Estate Financing, Retirement Planning, Strategic Financial Planning and more. Brian Gibbs has 1 mobile phone numbers on RocketReach.
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