Heritage Wealth Management, Inc.

Ryan Gibbs is a CFP® with 11 years of industry experience and is currently associated with Heritage Wealth Management, Inc. in San Diego, CA. He has worked with Heritage Wealth Management since 2014 and also serves as President and CEO of Heritage Advanced Tax Strategies, Inc., where he oversees tax planning and preparation. Prior to his current roles, he was affiliated with The Kocen Financial Group and Financial Goal Securities, Inc. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, pooled investment vehicles, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, equities, fixed income, and option-enhanced strategies, managing portfolios on a discretionary basis and sponsoring affiliated private pooled investment vehicles.

William Kirk is a financial advisor at Heritage Wealth Management, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Heritage Wealth Management, he worked at Sanford C. Bernstein & Co., LLC for three years. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to a diverse client base, including individuals, small businesses, pension plans, trusts, and institutional clients. The firm emphasizes asset-allocation portfolios incorporating mutual funds, ETFs, equities, fixed income, and option-enhanced strategies, managing portfolios on a discretionary basis with additional involvement in private pooled investment vehicles and private placement products.

David Andrews is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Heritage Wealth Management, Inc. since 2019, following roles at Advantis Credit Union, Point Loma Credit Union, and Intuit Inc. He is based in San Diego, CA. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to individual clients, small businesses, pension and profit-sharing plans, trusts, estates, pooled investment vehicles, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, individual equities, fixed income, and option-enhanced strategies, alongside private placements and alternative investments when appropriate.

Jordan Gibbs is a CFP® with 17 years of industry experience, currently serving at Heritage Wealth Management, Inc. in San Diego, CA. He has worked at Heritage Wealth Management since 2009 and has prior experience with The Kocen Financial Group, Inc. and Financial Goal Securities, Inc. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, small businesses, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, equities, and fixed income, supplemented by option-enhanced strategies, private placements, and alternative investments.

Daniel Shainberg is a financial advisor at Heritage Wealth Management, Inc. in San Diego, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Save Mart Companies, One Source Industries, Westminster Capital Inc., Alloy Asset Management, and BHIC, LLC. Outside of advisory work, he is involved in real estate investment through partnerships and ownership in multiple entities focused on multifamily and single-family home rentals as well as private equity advisory. Heritage Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, small businesses, pension plans, trusts, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, equities, and fixed income, supplemented by option-enhanced strategies and alternative investments, with a focus on discretionary portfolio management and private pooled investment vehicles.

Michelle Hams is a financial advisor at Heritage Wealth Management, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and TD Ameritrade Institutional. Outside of finance, she works as a freelance makeup and beauty consultant. Heritage Wealth Management, Inc. provides discretionary investment management and financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, pooled investment vehicles, and institutional clients. The firm’s investment approach centers on asset-allocation portfolios using mutual funds, ETFs, equities, and fixed income, supplemented by option-enhanced strategies, private placements, and alternative investments.