Orange County Financial Services Firm Promotes Taylor Boyd to
Partner, Hires Sina Soltani and Parker Bellinger to Accommodate Growing
Demand
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
Contacts
Leslie Licano, Beyond Fifteen Communications
949.733.8679 [email protected]
