Verified recordHigher Education

Gilbert Hess

School of Business - Adjunct Professor at Concordia University Irvine

Based in Newport Beach, United States

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Seniority

Staff

Department

Education

Location

Newport Beach

Industry

Higher Education

Company size

1.1K

Contact information

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Email

1 credit

g•••••••@cui.edu

Phone

5 credits

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Background

About Gilbert Hess

For over 25 years, helping individuals, families and business owners to understand and simplify their lives by sharing with them various ways to prepare their assets for their heirs while structuring their estate plan and charitable plan to meet their desires. As the Advanced Divisional Planning Specialist for Citi Personal Wealth Management in CA/NV, and as a featured speaker and lecturer, I provide education and clarity to planning concepts regarding retirement, living trusts vs. wills, Donor Advised Funds vs. Foundations, advanced estate planning concepts and Family Mission Statements. I gladly work with legal, tax and financial advisors to create a team environment and to optimize a collaborative approach to achieve a client's desired outcomes.

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