SOURCE: Burnham Gibson Financial Group

Burnham Gibson Financial Group

July 08, 2013 13:39 ET

Burnham Gibson Expands to Northern California to Offer Comprehensive Financial Planning Services

Burnham Gibson Financial Group to Join Partner Burnham Benefits Insurance Services in Delivering Best-in-Class Services to Northern California Companies

IRVINE, CA and SAN RAFAEL, CA--(Marketwired - Jul 8, 2013) - 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, is joining its partner, Burnham Benefits Insurance Services, to bring integrated pension consulting, executive benefits and health and wellness plans and deliver a full complement of services to Northern California clients. Burnham Benefits, a leading employee benefits brokerage in California and one of the few to specialize solely in strategic employee benefits consulting and brokerage services, opened an office in San Rafael, Calif. in April 2013. Burnham Gibson's expansion will open key positions in the region; financial services professionals interested in joining the Burnham Gibson team are encouraged to apply.

Burnham Gibson and Burnham Benefits forged a strategic partnership in 2010 that allows each to better serve clients with a comprehensive service line that includes financial and pension planning solutions alongside employee benefits programming.

"As strategic partners in Southern California, Burnham Gibson and Burnham Benefits have already established the infrastructure that allows us to provide clients with a remarkable level of service and experience, and we're excited to bring that same caliber of service to Northern California," says Darin Gibson, president of Burnham Gibson Financial Group. "We're developing a statewide firm that can deliver improved efficiencies throughout California while maintaining the personalized experience both our firms have become known for."

The partnership has benefited both companies, and it has extended those benefits to clients at every turn. While Burnham Gibson helps corporate and individual clients accumulate wealth, manage risk and plan for the future, the robust financial services firm can also offer those clients access to a comprehensive menu of integrated employee-benefits products and services via its partnership with Burnham Benefits.

"The foundation we've built together in Southern California makes it clear that our new clients in Northern California will benefit from our continued alliance in that marketplace," says Kristen Allison, president and CEO of Burnham Benefits Insurance Services and a 30-year veteran of the employee benefits industry. "We're entering the region as a team and expect to make a powerful impact that way."

Burnham Gibson's northern 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 86471(6/13)(Exp 6/15)

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