SOURCE: Burnham Gibson Financial Group

Burnham Gibson Financial Group

February 03, 2014 12:05 ET

Burnham Gibson Expands Footprint Into Scottsdale, AZ

Orange County-Based Financial Services Firm Opens New Offices in Arizona

IRVINE, CA and SCOTTSDALE, AZ--(Marketwired - Feb 3, 2014) - 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, announced its plan to move into the Scottsdale market this February. Nate Carlon, who currently serves as a financial consultant in the Orange County office, will spearhead the expansion efforts.

"Our business continued to grow remarkably this past year," comments Darin Gibson, owner and president of Burnham Gibson. "We're eager to build off this success by bringing Burnham Gibson's reputable brand into a thriving new market, and are confident Nate is the right leader to successfully carry out this development." 

With additional offices in San Diego, Irvine and San Rafael, Calif., Burnham Gibson is well-positioned to provide comprehensive financial services to its clients across a broad geographic footprint. Carlon is tasked with increasing the company's exposure in Scottsdale by leveraging his creative talents and business expertise.

"I look forward to expanding Burnham Gibson's presence further in the Southwest," says Carlon. "Through strategic business development strategies, our goal is to build a robust team of talented advisors and develop a strong presence in the Scottsdale area. I'm thrilled to bring the Burnham Gibson brand of service to a new region."

With more than a decade of experience in the financial services industry, Carlon is dedicated to establishing strong consultative relationships with his clients -- a commitment that has enabled him to better identify the specific strategies they need and has helped to earn their long-standing trust. His focus on fixed income and portfolio construction is especially beneficial for today's retiring Baby Boomers who want to manage their portfolios and plan for reliable sources of income. Carlon's experience will serve as a great foundation for Burnham's endeavor in Scottsdale.

Burnham Gibson's expansion is creating roles for professionals with experience in financial services, 401k plan consulting, and risk management. For more information about a career with Burnham Gibson, please contact Pamela St. Pierre, office manager, at 949-833-5854.

ABOUT BURNHAM GIBSON FINANCIAL GROUP, 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 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 91095 (1/14)(Exp 1/16)

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