Kevin Gibson
Wealth Consultant
Kevin Gibson,
Morehouse College
“Class of 89”
Kevin brings more than three decades of experience in the financial services industry, with a career dedicated to client-facing advisory work and comprehensive financial planning. Throughout his career, he has focused on delivering personalized, holistic financial strategies aimed at helping clients build, protect, and transition their wealth with confidence.
He began his career in the New York Life Insurance training program, where he developed a strong foundation in risk management and client service. Kevin later transitioned into comprehensive financial planning with Premier Financial Group in Glenside, Pennsylvania, where he spent 30 years serving individuals, families, and business owners.
In 2024, Kevin joined Heritage Financial Partners. This partnership evolved into TRUE Financial Planning, an approach he recognized as essential and largely absent in his prior firms. TRUE Financial Planning reflects his belief that clients deserve integrated, transparent, and purpose-driven advice that addresses their full financial lives. Kevin is deeply committed to expanding access to this level of planning within his community.