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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g•••••••@cui.edu
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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.
Decision-makers
Other people at Concordia University Irvine
- NPDirector
Nancy Palmer
Assistant Director of Special Events · Education
- LKStaff
Loren Kramer
Assistant to the President · General Business & Management
- DBOther
Deb Baumgartner
Retired from Doctoral Program Coordinator at Concordia University Irvine · Other
- MUStaff
Maximus Upchurch
First Year Experience Coordinator · Education
- GEDirector
Gabriela Espinosa
Assistant Professor, Director of Engineering · Education
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