Burnham Gibson Promotes Two Staffers
Orange County-Based Financial Firm Increases Responsibilities of Two Key Employees
(firmenpresse) - IRVINE, CA -- (Marketwired) -- 10/14/13 -- Burnham Gibson Financial Group, a full-service firm offering best-in-class financial and insurance services to a wide array of clients and their workforces, has announced the promotion of two key employees. Todd Stahl, CFP®, has been promoted to director of wealth management; and Brian Leonard is now a senior analyst.
"As we continue to build our business throughout the state, we're restructuring to allow our employees to continue moving forward in their careers, take on new responsibilities and provide top-level comprehensive service to our clients," says Darin Gibson, president of Burnham Gibson Financial Group. "Todd and Brian have been critical members of our team and have been an outstanding support to our clients, and I'm pleased to see them advancing into new roles at the firm."
Stahl has been a key player in the Burnham Gibson offices for nearly seven years, and has worked closely with corporate and personal clients in the firm's wealth management and pension consulting practice. As the newly appointed director of wealth management, Stahl will work heavily on portfolio design and monitoring where he hopes to help streamline processes and looks forward to supporting clients in exciting current market conditions.
Leonard has been with the firm since November 2011 and in his new role as senior analyst, he will research economic conditions, design asset allocation strategies, and service Burnham Gibson's clients. Leonard hopes to continue providing investment strategies and products that allow clients to achieve financial independence, also supporting the firm's growth as it becomes a premier financial services firm in California.
.: 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 an unparalleled complement of best-in-class services to help provide for the full spectrum of clients' financial needs, and the needs of their workforces. Burnham Gibson currently advises on approximately $750 million in assets for corporate and individual clients. In 2010, the company 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 .
Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network Insurance Agency of California, LLC and its affiliates. Burnham Gibson Financial Group, Inc. is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Burnham Benefits Insurance Services is not affiliated with AXA Advisors or AXA Network.
Employment opportunity as a Financial Professional, contracted with AXA Advisors, LLC, an Equal Opportunity Employer M/F/D/V
PPG 88505 (9/13)(Exp 9/15)
Leslie Licano
Beyond Fifteen Communications
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Datum: 14.10.2013 - 17:35 Uhr
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News-ID 305483
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