Eric A. Gibboney
Financial Adviser helping Medical Professionals, Contractors, and High Net Worth families create, build, and preserve wealth.
- Role
- Licensed Agent at New York Life
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Eric A. Gibboney
Our business is personal and requires a relationship with our clients built on…
Experience
Licensed Agent
May 2013 — Present
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
The American College of Financial Services
Retirement Income Certified Professional® designation
Saddleback College
Associate of Arts (AA)
1991 — 1994
San Francisco State University
Cinema Production
1994 — 1996
Skills
- Asset Protection
- Protection Planning/Family Security
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Annuity Sales
- Licensed Life Insurance Agent
- Wealth Preservation Planning
- Key Person Protection
- Small Business
- Thought Leadership
- Legacies
- Simple Ira
- Investments
- Estate Planning
- Succession Planning
- 401k Rollovers
- Retirement Planning
- Multi Tasking
- Financial Services
- Time Management
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