Branch Executive Vice President - Dan Worthington, CFP®, CLU, ChFC

At the San Francisco Branch of AXA Advisors, we are committed to providing our clients with the appropriate advice, products, and services in the Financial Services industry. We have financial professionals who focus on helping individuals meet a variety of financial needs, including Retirement Planning, Asset Allocation, Estate Planning*, Qualified Plan funding, Non-Qualified Deferred Compensation and Business Continuation.

We find that many clients have created their financial portfolio without a defined strategy. Their portfolio might not be tax efficient, asset allocation might not be consistent with their propensity for risk, and they may have significant overlap of stocks in their portfolio.

We help you plan for your financial future by starting with a strategy. Here, we help you determine and prioritize your goals and objectives, and then we help you to design a portfolio that meets those goals and objectives. Once a financial strategy is constructed, and particular needs are uncovered, we can offer the appropriate financial products and services from a variety of different companies.

This objective, open architecture strategy separates us as the trusted financial professional. Top quality client service is only part of the San Francisco Branch of AXA Advisors. We are committed to giving back to our community by means of involvement at high levels with Chambers of Commerce, Rotary, coaching Little League sports, volunteering at the S.F. Food Bank, working with non-profits, and much more.

By bringing in top quality Financial Professionals, providing advanced training and marketing support, and focusing on the appropriate products and service for our clients, our Branch has doubled in size over the past 5 years.

To find out how AXA Advisors San Francisco may be able to help you reach your financial goals, send us an e-mail, call us at the number on our home page or register for a no-obligation consultation here on our Web site.

Thanks for visiting our site.

Sincerely,

Dan Worthington,

CFP®, CLU, ChFC Divisional Executive Vice President

* Estate planning is funded through the use of life insurance and other financial products

AXA Advisors and its representatives do not offer tax and/or legal advice..  Please consult with your tax and/or legal advisors for your particular circumstance.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® 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.