Broker Check

4631 Northwest 53rd Avenue, Suite 101, Gainesville, FL 32653

352-375-4517
kristin.gibson@ceterawealth.com

Professional Tax Preparation, Wealth Management / Retirement Planning

I'm here to simplify the complicated, answer the tough questions, and help you move forward with a plan that truly fits your life.




Kris Gibson - Financial Advisor and Tax Professional

What I do
Professional Tax Preparation,
Wealth Management and Retirement Planning

North Florida Money Management brings tax preparation, wealth management, and financial planning together in one place. Because your taxes, investments, and retirement decisions often affect one another, I help you consider the complete financial picture rather than viewing each decision in isolation.

My goal is to build a long-term relationship with you. By working in partnership, we can address your changing needs and help you make informed financial decisions through every stage of life.

WELCOMEYou Don't Have to Figure It Out Alone

WELCOME
You Don't Have to Figure It Out Alone

I am not limited to a single investment approach and can draw from a broad range of investment products and strategies. This gives you more choices and allows us to consider the tools that are appropriate for your needs, goals, and circumstances.

Taxes and investments are closely connected. Working with a financial professional who understands both can help you make better-coordinated decisions and may have a meaningful effect on your long-term financial outlook.

When you work with North Florida Money Management, you work directly with me from beginning to end not with a rotating team of representatives. Together, we'll develop a strategy designed around your goals, your concerns, and the life you want to build.

My Solutions
Whatever You're Facing, I Can Help

Your financial needs are unique, and you deserve guidance that reflects that. Here are some of the ways I support my clients.


Portfolio Management

I'll help build and manage a portfolio that's designed around your goals — and I'll keep watch over it so you don't have to worry about every market headline.

Learn more

Retirement Planning

Retirement should be something you look forward to. I'll help you put a plan in place so you can approach it with clarity and confidence.

Learn more

Risk Management

Life is unpredictable, but your financial plan doesn't have to be. I'll help you identify risks and create strategies to help manage them. box-empty

Learn more

Estate Strategy

Planning for what comes next is one of the most meaningful things you can do for your family. I'll guide you through it with care and attention. box-empty

Learn more

Life Insurance

Life insurance can be confusing, but it doesn't have to be. I'll help you understand your options and find what fits your family's needs. box-empty

Learn more

HNW Client Guidance

Significant wealth comes with unique challenges. I provide hands-on support to help high-net-worth clients stay organized and on track. box-empty

Learn more

Extended Care Strategies

Long-term care planning is easy to put off, but addressing it early can make a meaningful difference down the road. Let me help you think it through. box-empty

Learn more

Small Business Guidance

As a business owner, your personal and professional finances are deeply connected. I'll help you bring both sides into focus. box-empty

Learn more

Social Security Strategies

Social Security decisions can have a lasting impact. I'll help you understand your choices and choose the path that makes the most sense for you. box-empty

Learn more

Cash Flow Analysis

Getting a clear picture of your income and spending is one of the most valuable things you can do for your financial health. I'll help you do just that. box-empty

Learn more

Education Strategies

Planning for education costs is a big deal for families. I'll help you explore your options and find a strategy that works without derailing your other goals. box-empty

Learn more

Charitable Giving

Giving back should feel good — and it can also be smart. I'll help you explore ways to align with both your heart and your financial plan. box-empty

Learn more

Special Needs Trust

If you have a loved one with special needs, planning takes an extra level of thought. I'm here to help you build a strategy that puts their well-being first. box-empty

Learn more

Debt Management

Debt can feel like a weight. I'll help you create a clear plan to manage it while still making meaningful progress toward your goals. box-empty

Learn more

Financial Education

I want you to feel informed and empowered at every step. That's why I make ongoing education a core part of the work we do together.

Learn more
How To Get Started

Meet Kris Gibson 
I Do This Because It Matters

My clients appreciate having someone they can sit across the desk from - someone who will listen, answer their questions, and explain financial matters in a way that makes sense.

Clear communication and trust are essential to building a lasting relationship. My goal is to help you better understand your choices so you can feel more confident about your money and your financial future.

I hold the Chartered Financial Consultant® (ChFC®) designation and participate in the IRS Annual Filing Season Program.

Through North Florida Money Management, I offer a range of financial and tax services, including:

  • Tax preparation and planning
  • Retirement Accounts
  • Stocks
  • Mutual Funds
  • Annuities
  • Investment Advisory Services 
  • Life Insurance

Get to Know Me



The Process
Getting Started Is Easier Than You Think

I keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with me looks like.

1. Listen
Let's Start With a Conversation

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Review
Build a Plan Around Your Life

I'll design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Plan
I'll Be With You Every Step of the Way

As your life changes, your plan should too. I'll provide ongoing support and adjustments to help keep you on track.

Plan Your Next Chapter

My Resources
Helpful Reads to Keep You Informed

I share resources regularly to help my clients stay informed and inspired. Take a look at some of the latest below.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Learn More
A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
Learn More

Get Started
Let Me Help You Take the First Step

You don't need to have all the answers — that's what I'm here for. Reach out today and let's start a conversation about what's possible.

Plan Your Next Chapter