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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-1986
- Office Locations
- 10
Office Locations
About Worth Financial Group Inc.
Worth Financial Group Inc. (since 1983) provides personalized financial planning and wealth management tailored to clients’ lifestyles. The firm serves retail clients, including entrepreneurs, with portfolio construction, retirement and estate planning, business succession planning, and insurance solutions. Portfolios emphasize asset allocation and risk management using mutual funds and ETFs, with custody relationships including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LISA LEE GESIN
Chief Compliance Officer
- CRD
- #4081195
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Carter William Aiken
--
- CRD
- #8164045
MICHAEL BRUCE DIGIACINTO
Owner
- CRD
- #4292513
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,831,881 | $782,369 |
| Non-Discretionary | $0 | -- |
| Total | $122,831,881 | $782,369 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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