Mike Worthington

Mike Worthington Email and Phone Number

Using LinkedIn to network with the local small business community! @ Equitable Advisors
Mike Worthington's Location
San Francisco Bay Area, United States
About Mike Worthington

I look at myself as a 'master connector', using LinkedIn as a platform to connect with executives and HR representatives in the small business community. “The richest people in the world build networks; everyone else is trained to look for work.” - Robert KiyosakiOutside of the connecting world, I am a financial advisor at Equitable Advisors. Equitable Advisors, LLC is a leading financial services firm. We assist our clients in achieving their financial objectives by offering comprehensive integrated planning services pertaining to all areas of the financial landscape.Wealth Accumulation,Asset Allocation StrategiesTax Diversification StrategiesCapital Preservation StrategiesRetirement DistributionLegacy PlanningRisk ManagementIn my free time, I enjoy golfing, and hiking and following baseball/football/basketball.

Mike Worthington's Current Company Details
Equitable Advisors

Equitable Advisors

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Using LinkedIn to network with the local small business community!
Website:
equitable.com
Employees:
3118
Mike Worthington Work Experience Details
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Jan 2020 - Present
    As a Financial Consultant with Equitable Advisors LLC, I educate individuals and small business owners to navigate the road map to the future. With the extensive resources available to me, no matter how big or small, you can be reassured that my team and I have the ability to handle your situation.We set up tailored plans for each individual client, focusing on retirement planning, estate planning strategies, insurance protection, college funding, and retirement income strategies helping business owners and individuals to minimize taxes while maximizing income.These are some of the areas I focus on:• 401(K) Rollovers Strategies• IRA Rollovers Strategies• Asset Allocation Strategies• Preservation Strategies• Retirement Income Distribution Strategies• Tax-Efficient Investing and Distribution Strategies• Guaranteed Income Strategies• Life Insurance• Disability Income Insurance• Long Term Care Insurance• Education Funding• Estate Planning Strategies• Small Business Retirement PlansOur company, formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
  • Equitable Advisors
    Regional Vice President
    Equitable Advisors Jan 2020 - Mar 2024
  • Equitable & Axa Advisors, Llc
    Regional Vice President
    Equitable & Axa Advisors, Llc Dec 2019 - Mar 2024
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc May 2016 - Jan 2020
    San Francisco Bay Area
  • Travelex
    Currency
    Travelex Dec 2015 - Mar 2016
    Boulder, Colorado
    Handle foreign exchange transactions. Adhere to operational and compliance regulations. Understanding currency markets and fluctuations in international economies.
  • Student Painters
    Manager
    Student Painters Dec 2014 - May 2015
    Boulder, Colorado
    Manager of a student run painting business. Worked to generate leads through cold-calling, flyers, and other means of marketing. Hired students for marketing and painting. Generated sales with a >20% gross profit and over $5,000 in sales after 2 months. Enjoyed building a relationship with customers and satisfying their painting needs.
  • Encore Glass
    Inside Sales (Intern)
    Encore Glass May 2014 - Sep 2014
    Fairfield, California
    Encore Glass is a wine bottle distributor based out of Napa, CA. Here, I worked directly with customers to place orders and coordinating shipping. This gave me first hand experience working with customers that were and were not satisfied with what they received. Among other responsibilities, I managed the sample room for sample shipments to potential customers, assisted the inside sales team with existing orders and answered customer calls

Mike Worthington Education Details

Frequently Asked Questions about Mike Worthington

What company does Mike Worthington work for?

Mike Worthington works for Equitable Advisors

What is Mike Worthington's role at the current company?

Mike Worthington's current role is Using LinkedIn to network with the local small business community!.

What schools did Mike Worthington attend?

Mike Worthington attended University Of Colorado Boulder - Leeds School Of Business, Miramonte High School.

Who are Mike Worthington's colleagues?

Mike Worthington's colleagues are Ian Persaud, Crpc®, Barbara Cronin, Donald Kent, Jacobie Green, Michael Warren, Margaret Chido, Payton Szugyi.

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