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Douglas C
Series 65
Roseville, CA
Gibbs Wealth Management, LLC
Douglas Clancy Jr. is a Series 65-licensed advisor with 19 years of industry experience. He is currently with Gibbs Wealth Management, LLC and has held roles at Woodbridge Wealth, Cornerstone Wealth & Tax Advisory Group, Retirement Planning Services, Inc., and Keeler & Co., LLC. He is also the owner of CSWTA Insurance Solutions, where he sells fixed life insurance and annuities. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.
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