Ryan Gibbs, CPA, CFP
Ryan is a Partner, Certiﬁed Public Accountant and Wealth Manager at Heritage. He serves on the company Investment Committee and provides investment advice and ﬁnancial planning guidance to clients.
Prior to working at Heritage, Ryan, worked for Halverson & Company, a CPA ﬁrm based in Encinitas, CA, where he prepared individual, partnership, and corporation tax returns, as well as helped form and dissolve a variety of company structures.
Ryan graduated from Brigham Young University, earning his Bachelor’s Degree in Accounting from the Marriott School of Management. He formerly held the FINRA General Securities representative (Series 7) and Uniform Combined State Law Exam (Series 66) Licenses.