Burnham Gibson Wealth Advisors

Our Story

At Burnham Gibson Wealth Advisors, we believe that success is not just about achieving financial stability, but about living a life that truly reflects your values and goals. Our team of experienced professionals take the time to get to know you, your unique situation, and your aspirations. We then use our expertise to craft customized solutions that align with your short-term and long-term financial objectives.

Our Services

We offer a wide range of services designed to help individuals, families, and businesses achieve their financial goals. Our services include:

Wealth Consultation: Our team of experts will work closely with you to understand your financial situation, identify your goals, and develop a personalized wealth management plan that is tailored to your needs.

Corporate Services: We provide comprehensive financial planning and management services to businesses of all sizes, including executive benefits, retirement plans, and employee benefits. We take a proactive approach to ensure that all financial plans are designed to meet the specific needs of your company.

Private Services: Our experienced advisors will work with individuals and families to create personalized wealth strategies that are tailored to their unique financial situation and goals. We understand that every client is unique, and we take the time to get to know our clients to deliver customized solutions.

Why Burnham Gibson

At Burnham Gibson, we pride ourselves on our personalized approach, expertise, and results-driven approach. Our team of experts takes the time to get to know our clients, understand their goals, and deliver customized solutions that meet their unique needs.

Meet Our Team

Our team of experienced professionals has decades of combined experience in financial planning and management. Our team includes:

• Darin Gibson, MBA, ChFC, CLU, Managing Partner
• Taylor Boyd, CLU, CPFA, Partner
• Jeffrey Warnock, CFP, CLU, ChFC, Financial Advisor
• Sina Soltani, CRES, Financial Advisor
• Yasmin Soltani, Financial Advisor
• Stuart Friedman, ChFC, CLU, Financial Advisor
• Jonathan C. Young, Financial Advisor
• Todd Stahl, CFP, AIF, Director of Wealth Management
• Joe Park, ChFC, QKA, CPFA, Director of Retirement Services
• Steve Yu, CFA, Director of Investment Research
• Robert Trujillo, Sr. Director of Operations
• Kyle Labeaune, MBA, Operations Manager
• Jenny Kim, Office Manager
• Ryan Call, CPFA, Senior Retirement Consultant
• Laurie Sowa-Westwood, Senior Account Manager
• Aaron Vasquez, CPFA, Client Manager
• Kayla Franco, Client Manager
• Alvin Tan, CPFA, Client Manager
• Clancy Lackey, New Business Coordinator
• Alyssa Terzic, Client Service Specialist
• Vy Nguyen, Sr. Client Service Specialist

Stay Informed

Stay up-to-date with our latest insights, news, and trends in the financial industry. Visit our website regularly to read our latest news, press releases, and legislative updates.