Our Wealth Management Advisors
Paul Gibert , CFP®, CIMA®
Senior Vice President, Wealth Management
Paul is a native of New Orleans, Louisiana and he is a graduate from Louisiana State University School of Engineering. He entered the financial services industry in 1996 and has earned the designations of a Certified Financial Planner (CFP) and a Certified Investment Management Analysis (CIMA).
As a financial planner, Paul services his client base providing the full scope of the financial planning process including strategies for estate planning and wealth management. Paul also services corporate clients with qualified retirement plans and executive wealth management programs. As a certified Investment Management Analyst, Paul provides extensive research in the selection of separate account managers for individuals, foundations and qualified plans.
Paul holds a Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 65 (Uniform Investment Advisor) and North Carolina insurance license.
Paul and His wife Louise have three boys. Paul enjoys weekends of golf and fishing.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures