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Andrew K
Series 65
Elk Grove, CA
Gibbs Wealth Management, LLC
Andrew Kagan is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience with Tower Bridge Financial and Insurance Solutions Inc. since 2013 and currently operates Kagan Wealth Management DBA Tower Bridge Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that selects and monitors third-party model portfolios using platforms such as OPS and Orion OCIO. The firm focuses on portfolio management rather than financial planning and may engage third-party managers for hedging or income strategies in certain cases.
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