CEO | MBA | RFC | CFS | RTRP| CSA | CBC
Gilbert provides quality and professional assistance in retirement planning, financial planning, investment services, life insurance, and tax planning to individuals and businesses.
Gilbert holds various licenses including a Series 6, 7, 63, 65, 22 and the Texas Life, Accident and Health Insurance license. He is a Registered Investment Advisor and has earned the Registered Financial Consultant (RFC), Certified Fund Specialist (CFS), Registered Tax Return Preparer (RTRP), Certified Senior Advisor (CSA), and Chartered Benefit Consultant (CBC) designations and continues to seek additional expertise and knowledge in varying areas of the financial industry.
He was named the Hispanic Chamber of Del Rio 2012 Businessman of the Year. He is an active member of the Del Rio Chamber of Commerce and the Del Rio Hispanic Chamber of Commerce, as well as an active member of the community having served in various positions in local civic and service organizations, including President of the Del Rio Rotary Club in 2005 and President of the Val Verde County Child Welfare Board in 2003.