Tuesday, February 7, 2023
HomeFinanceBurnham Gibson Wealth Advisors, LLC Hires Monetary Advisor Doug Igel

Burnham Gibson Wealth Advisors, LLC Hires Monetary Advisor Doug Igel

Burnham Gibson Wealth Advisors, LLC

Doug Igel, Monetary Advisor

Burnham Gibson Wealth Advisors--Doug Igel, Financial Advisor

Burnham Gibson Wealth Advisors–Doug Igel, Monetary Advisor

IRVINE, Calif., Dec. 20, 2022 (GLOBE NEWSWIRE) — Burnham Gibson Wealth Advisors, LLC (BGWA), a nationwide funding advisory agency primarily based in Irvine, CA, welcomes well-established Monetary Advisor Doug Igel to deal with the agency’s most outstanding, complicated company consumer relationships and add a degree of sophistication to the agency’s consulting capabilities.

Doug brings over 20 years of company retirement plan consulting expertise, particularly within the Southern California area. In earlier roles, Doug was accountable for the event of retirement divisions beneath a nationwide firm, which entailed constructing service groups, figuring out processes, and onboarding new shoppers.

“BGWA and its long-standing administration have created a trusting and top-notch model throughout the retirement trade. They honestly worth their folks, and in flip, their folks take a caring method with all of their shoppers. I benefit from the consultative nature of working with shoppers, and most significantly, I like making a distinction within the lives of the members within the plans that we oversee. Daily and each consumer is totally different and brings a brand new problem,” says Doug.

Doug’s core obligations at BGWA are a hybrid position the place he’ll service current shoppers and convey on new shoppers. He’ll share data with the workforce to additional develop inside expertise and assist enhance the monetary wellness of all members BGWA helps.

“I’ve had the pleasure of understanding Doug for 15 years and am excited in regards to the excessive degree of trade expertise and experience he brings. We’re enthusiastic about this distinctive hybrid position, the place he’ll deal with bringing new alternatives to the agency and consulting with a few of our largest difficult consumer relationships. Doug’s a fantastic tradition match and a thought chief within the trade—I do know he will do nice issues right here,” says Managing Associate Darin Gibson.

Views or opinions offered are solely these of the funding adviser representatives (IARs). The IARs are employed by Burnham Gibson Wealth Advisors, LLC.

BGWA. 2022.95

ABOUT BURNHAM GIBSON WEALTH ADVISORS, INC.
Burnham Gibson Wealth Advisors, LLC is a registered funding adviser primarily based in Irvine, California, providing complete wealth administration and company retirement consulting options to assist shoppers with their monetary targets and the wants of their workforce. With numerous expertise and superior know-how, Burnham Gibson takes a client-first method to assist company and particular person shoppers accumulate wealth, handle danger, and plan for the long run. For extra info, go to www.BurnhamGibson.com.   

A photograph accompanying this announcement is offered at https://www.globenewswire.com/NewsRoom/AttachmentNg/43ae0a6f-f1fa-476f-a950-b112919bb898

Burnham Gibson Wealth Advisors

Source link

RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Most Popular