IRVINE, Calif.--(BUSINESS WIRE)--Burnham Gibson Wealth Advisors – an independent registered investment adviser offering a wide array of services to help provide for the full spectrum of financial and insurance needs – today announced that it has named Taylor Boyd an official partner in the business, and shared the news of Sina Soltani and Parker Bellinger joining the firm as financial advisors.
Boyd serves as the firm’s vice president of private client services and has been with the firm for nearly nine years. Promoted to partner this year at the age of 33, he is charged with leading the Burnham Gibson business development team and coaching its associates to help clients better visualize what they desire in their retirement and to prepare their action plans for accomplishing those goals. He has helped achieve tremendous growth and will continue to focus on retaining existing clients, growing new business and recruiting talented, service-oriented new advisors to support the firm’s continued success.
“My personal values and those of Burnham Gibson have been aligned since day one,” said Boyd. “This is a truly client-first organization, and a place where hard work is recognized and rewarded. I’m proud to be named partner, and driven to continue to support the firm and its clients’ continued success. I’m also immensely grateful to the firm’s founder, Darin Gibson and the late Pete Nadell, for their mentorship and modelling of what it means to be a business leader of integrity.”
The firm has achieved significant growth over the past few years, and was recently named a Top DC Advisor Team by the National Association of Plan Advisors (NAPA). To support its continued growth, Soltani and Bellinger have been tapped as the firm’s newest financial advisors.
Soltani’s main focus is on wealth management. He is skilled in financial planning for both individuals and businesses, and utilizes his analytical skills combined with a client-focused mindset to deliver excellence. Burnham Gibson’s wealth management process is designed to construct portfolios based on its clients’ specific needs and objectives, with a focus on risk mitigation. Its four-step process allows its advisors to deliver a highly personalized investment strategy.
Bellinger specializes in corporate retirement planning, where he coaches his clients through ever-changing markets using innovative strategies and a well-developed financial acumen to help ensure they reach their retirement goals. Burnham Gibson retirement planning advisors help ensure their clients’ plans are both sustainable and compatible with their company’s long-term objectives and business strategies. The idea is to maximize both the associated tax benefits and the savings and investment opportunities for plan participants.
“Welcoming skilled talent to our team and investing in our existing expertise has allowed our firm to grow steadily throughout the years,” says Darin Gibson, owner and president of Burnham Gibson Wealth Advisors. “Boyd, an experienced and passionate industry professional, will help us guide Burnham Gibson into the next phase of its development; and I couldn’t be more pleased to welcome Bellinger and Soltani onto the team to develop plans to help our clients reach their financial goals. All three of these gentlemen exhibit the kind of business strategy and desire to perform on behalf of our clients that our firm has represented since it was founded.”
To learn more about Burnham Gibson Wealth Advisors, visit www.burnhamgibson.com.
ABOUT BURNHAM GIBSON WEALTH ADVISORS, INC.: Burnham Gibson helps corporate and individual clients accumulate wealth, manage risk and plan for the future. Based in Irvine, Calif., the robust, full-service financial services firm offers a broad variety of services to help provide for the full spectrum of clients' financial needs, and the needs of their workforces. The company is partnered with Burnham Benefits Insurance Services to provide a comprehensive offering of integrated employee benefits solutions. The relationship allows both firms to leverage a larger organizational scale and depth of management, improving the quality and service they can provide for clients. For more information, visit www.burnhamgibson.com. BGWA.2019.32