Rita Gibson
Innovative Financial Solutions that Protect Your Family and help Enhance Your Retirement and Quality of Life.
- Role
- Investment Advisor Representative at Penn Mutual
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Rita Gibson
Many successful business owners and professionals have ignored their financial planning. Sometimes they have life insurance policies that have lapsed or will expire soon. They have multiple accounts but no organized plan. There is no alignment with their qualified and non-qualified investments, they haven\'t taken advantage of preferred mortality credits, and their investments are not monitored to be tax efficient. I am Rita Gibson, CLU®, RICP®, I have a 25 year track record working with clients to create strategies that help increase and protect income, make assets as tax efficient as possible, and protect families in the event of death of the breadwinner. We help our clients position their assets so they can retire with ease. If you are concerned that you are not positioned properly for retirement let\'s chat. Whether or not you are already working with an advisor, I am confident our call will be well worth your time. 91••••••50 or email note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 600 Dresher Rd Horsham PA 19044, 80••••••••47Financial is unaffiliated with HTK. Rita Gibson Insurance & Investment Services, Inc. is unaffiliated with HTK, LLC. CA Insurance License #05••••••••28RG_Mar25
Experience
Investment Advisor Representative
Jan 1984 — Present · Sacramento, CA, US
Services and Products Offered:For Individuals: Life Insurance, Policy Audits, Disability Income, Long-Term Care, Retirement Planning, Retirement Income Cash Flows and Estate PlanningFor Business: Health Insurance, Key Executive Coverage, Business Succession Planning, Long-Term Care and Retirement PlanningRegistered Representative of, and Securities and Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Advisor, Member FINRA/SIPC. 1847Financial, 600 Dresher Rd Horsham PA 19044, 80••••••••47Financial is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rita Gibson Insurance & Investment Services, Inc. is unaffiliated with Hornor, Townsend & Kent, LLC. CA Insurance License #05••••••••28RG_Mar25
Education
University of California, Davis
Bachelor of Arts (B.A.), Art and Art History
1977 — 1980
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.