Our Qualifications

Rita Gibson, LUTCF, CLU has a 25 year track record focusing on creating strategies that help increase and protect her client’s wealth, minimize their tax bills, increase their company’s bottom line and protect personal and business assets from being wiped out due to a lawsuit, creditor litigation or bankruptcy.

Dedicating her career to furnishing a full range of services and products with proven performance, Rita serves middle and upper income families, professionals, business owners, and retirees.

She is currently a member of The Sacramento Rotary Club, a Court of the Table Member of the Million Dollar Round Table and is currently on the East Sacramento Chamber of Commerce Board. 

She graduated from the University of California, Davis and holds the designation of Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), and is also an Investment Advisor Representative of HTK.

Past performance is not predictive of future results.