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.

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Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor. Heritage Wealth Management, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this web site is for distributing information on products and services. Any communications with prospective clients residing in states or international jurisdictions where Heritage Wealth Management, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Ryan Gibbs, CPA, CFP

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