Meet Bob Gibson

Bob Gibson

CEO & President

Bob is an experienced CERTIFIED FINANCIAL PLANNER  licensee (CFP ®), a wealth coach, and an innovator in the field of financial planning. He works with individuals, couples and small business owners through life transitions. He takes a holistic approach in helping clients understand, navigate and organize their finances. With the client's permission, Bob can also act as their personal financial "quarterback" working with other professional relationships thereby addressing advanced planning needs that are sometimes overlooked.

Bob integrates Financial Planning with Life Planning. This transforms the process into an engaging and dynamic experience. Clients find greater alignment with eight of the nine areas of life (family, home, career, community, learning, leisure, health, spiritual)and their money. The goal is to help clients find greater meaning, purpose and direction in living fulfilling lives.

With more than 37 years of wealth management experience, Bob understands the potential and inherent wisdom of creating a blue print for the Financial Planning process. This leads to continuous personal growth and sustainable wealth creation. Along with a bachelor of science degree from Brigham Young University, Bob's other credentials include:

  • CERTIFIED FINANCIAL PLANNER  (CFP ® ) - 1983
  • Certified Fund Specialist (CFS) - 1992
  • Master of Science Degree in Financial & Estate Planning (MS) - 1995
  • Certified Senior Advisor (CSA) - 2000
  • Certified Natural Health Professional (CNHP) - 2007
  • Temperament Certified Professional (TCP) - 2009
  • Certified Annuity Specialist (CAS) - 2012
  • Professional Plan Consultant (PPC) - 2016 

As a CERTIFIED FINANCIAL PLANNER providing financial, retirement, estate and asset protection planning services, his goal is to help clients achieve their objectives. Advice is offered only after taking into account the individual circumstances of a client, and that advice may not be limited to investments alone but may include other aspects of a client's financial situation.

Bob's values of integrity, trust, responsibility, honesty, respect and compassion are the foundations of his personal and professional life.

For fun Bob enjoys documentary movies, biking, walking, contact juggling, reading, theoretical physics and learning about holistic health philosophies and practices. He also enjoys history and philosophy.

Bob and his wife, Julie, raised their three children in Folsom, California. Today their two married daughters and son are grown and living on their own. As a 38 year Sacramento resident, Bob has been active in many positions through his church.