Christopher Worthington Email & Phone Number

San Francisco Bay Area

We help individuals and small businesses with tax, retirement, and estate planning strategies (Overall Financial Planning) through all phases of life via a comprehensive planning approach. Utilizing Equitable's open architecture platform, we are able to serve a broad array of client needs, including asset management, retirement planning, estate planning strategies, life insurance, long term care and disability insurance. We also help business owners in designing and implementing 401(k)s, executive compensation plans and employee benefits. We tailor each strategy to that specific client’s goals and objectives, then offer solutions from hundreds of investment and insurance companies. We utilize the experts in our organization who specialize in each aspect of the process.California Insurance License #0197400

San Francisco Bay Area

We help individuals and small businesses with tax, retirement, and estate planning strategies (Overall Financial Planning) through all phases of life via a comprehensive planning approach. Utilizing AXA's open architecture platform, we are able to serve a broad array of client needs, including asset management, retirement planning, estate planning strategies, life insurance, long term care and disability insurance. We also help business owners in designing and implementing 401(k)s, executive compensation plans and employee benefits. We tailor each strategy to that specific client’s goals and objectives, then offer solutions from hundreds of investment and insurance companies. We utilize the experts in our organization who specialize in each aspect of the process.

San Francisco

We are market experts in the Medical Device / Biotech industry in the SF Bay Area. I specialize on R&D Engineering and Science roles at both start-ups and large companies, primarily in the state of California.