Gill Hess

Adjunct Professor, School of Business

Biography

Before joining Citi Personal Wealth Management, Gil was the Managing Director of Wealth4Purpose and consulted in the areas of Estate Planning and Charitable Planning. Prior to that, Gil was Divisional Director of the Wealth Planning Centers for Citigroup Smith Barney in the Western Division where he and his team met with High Net Worth Clients and their families to discuss all aspects of their financial circumstances while focusing on Federal Estate and Federal Income Tax planning. Gil has authored several articles and has been published in the Orange County Lawyer Magazine, Los Angeles Business Journal and the Sacramento Business Journal. He is also an Adjunct Professor in the School of Business at Concordia University where he teaches Business Law and Business Ethics. Gil earned his Bachelor of Science degree in Finance from California State University Long Beach, his Juris Doctorate from Western State University College of Law and completed advanced estate planning courses at American College in Bryn Mawr, PA. In addition, Gil currently holds Series 7, 63, 65, and 24 licenses through the Financial Industry Regulatory Authority. He also holds a lifetime teaching credential from the Board of Governors of the California Community Colleges. In the past, Gil has served on the advisory boards for the Institute for Preparing Heirs, Hoag Memorial Hospital, Olive Crest Treatment Center for abused children and CBMC of Newport Beach, to name a few. Gil and his family make their home in Orange County, CA.

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