Aimee Gibbs, Registered Representative, CRTP
Aimee is originally from Brooklyn, New York and moved to California at 7 years old initially residing in Tarzana for 3 years but ultimately settling in Valencia with her family, where she has resided since 1977.
Aimee began her accounting and tax career over 35 years ago, working alongside multiple CPAs and tax professionals. During that time, she has garnered a breadth of knowledge in the tax, accounting and financial planning areas while becoming a Certified Registered Tax Preparer via CTEC, earning her Series 6 & 63 securities licenses and life & health license along the way. Aimee’s unique approach to total financial planning revolves around educating her clients in strategizing for retirement to further reduce taxes while combining other securities and insurance products to help with estate planning coupled with building long lasting relationships and providing undivided attention. Her style has been immensely popular with all of her clients, some of whom have had relationships with her spanning over 10 years. She has been active within the community including sitting on the board for Temple Or Emet as the Secretary and Treasurer for 3 years.
Aimee’s daughter is currently going to school at UC Davis while pursuing a career in the medical field. During her free time Aimee likes to take kickboxing and Zumba classes and spend time with her 4 fur babies.