Robert Gibson
Integrating Retirement Plan Consulting with Financial Wellness.
- Role
- Managing Director at World Investment Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Robert Gibson
I have over 20 years of experience improving retirement outcomes.I help plan sponsors mitigate risk, remain compliant and improve retirement plans through a proven fiduciary process. My firm, World Investment Advisors, supports retirement plan sponsors maintaining over $70 billion in retirement plan assets. We serve in a fiduciary capacity to our clients.In addition, we seamlessly integrate a holistic financial wellness program that provides access to licensed financial professionals and a smart technology platform that helps employees with all of their financial needs.Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, LLC.
Experience
Managing Director
Sep 2023 — Present · US
Education
Saint Joseph's University
Bachelor of Science, Finance
1984 — 1988
Skills
- Non-Qualified Deferred Compensation
- Retirement
- 401k
- Employee Benefits
- Wealth Management
- Investment Advisory
- Retirement Planning
- Profit Sharing
- Series 65
- Pensions
- Retirement Plan Consulting
- Erisa
- Health Insurance
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