SOURCE: Burnham Gibson Financial Group
IRVINE, CA--(Marketwired - May 27, 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 today that Michelle Curry, CFP®, ChFC has joined its team of financial consultants. Curry will develop business strategies and processes to strengthen and maintain a strong and satisfied client base. With a proven track record of helping clients build their financial strategies using a holistic approach, Curry is well-qualified to help ensure Burnham Gibson clients plan for the future with confidence.
"We are pleased to have Michelle join the team and look forward to her increasing accomplishments as a financial consultant," says Darin Gibson, president and owner of Burnham Gibson Financial Group. "We brought Michelle on board based on her keen ability to understand her clients' needs and goals and guide them through planning for a successful future."
At Burnham Gibson, Michelle will foster new client relationships, strengthen existing ones and collaborate with team members on the financial planning disciplines of insurance, retirement planning, investments, estate planning strategies and more.
"Burnham Gibson stands apart because its financial consultants take the time to create efficient systems and develop best practices for each client," says Curry. "I'm excited to be a part of Burnham's positive, energetic environment. I'm happy to continue serving clients' overall needs for today and beyond, helping to give them confidence as they look towards their financial futures."
Curry earned her CERTIFIED FINANCIAL PLANNER® professional designation in March 2010 and has been serving individuals and business owners as a financial planner since 2007. Emphasizing the importance of holistic planning, Curry guides her individual and family clients through each step of the process as they organize their financial strategies. She provides education and planning for future growth, retirement, family protection and long term care, as well as planning for employer needs. As a financial consultant with Burnham Gibson, Curry will bring her extensive knowledge and skills in building overall financial health to new and existing clients.
Prior to joining Burnham Gibson, Curry was an established financial consultant with AXA Advisors in Woodland Hills. Michelle graduated cum laude from the University of California, Davis where she received a Bachelor of Science in Human Development with a minor in Communications. She is licensed in the state of California for life, health, disability, variable contracts and long term care insurances. She is FINRA Series 7, 63, 65 and 24 Securities licensed.
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 www.burnhamgibson.com.
Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. 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 94492 (5/14)(Exp 5/16)