Beth Worthington, BFA
Helping investors build financial strategies that connect with their values and convictions.
14 Fairfield Dr. #107
Brookfield, CT 06804
- Structuring Your Financial Goals
- Faith-based Investing
- Values-aligned Investing
State(s) of license:
Beth is licensed in all states for advisory and fee-based investments and planning.
Professional Focus and Services:
Beth is an independent financial advisor who offers financial, advisory and retirement planning services. She provides careful evaluation and professional advice regarding complex financial matters which are critical to sustaining your wealth. She understands that when you reflect on your values and convictions before making a decision of almost any kind, you will make better decisions.
She offers financial planning and advice for every season of life. She guides individuals and families who are just starting out to create savings plans, retirement plans, college plans, etc. For those close to retirement, she helps guide them with decisions towards social security, pension and lifetime income distribution. She will take into consideration risks (current & future) that could jeopardize your financial security.
Introductory consultations are free of charge with no account minimums required.
- Securities America
- AssetMark Trust
- First Affirmative Financial Network
Education and Experience:
The Behavioral Financial Advisor (BFA) is a designation that identifies those advisors who understand how psychological and neurological factors influence investment decision-making during uncertain times. With this knowledge and experience, she is able to help clients understand why some decisions may feel right, but not be in their best interest.
Beth currently holds the following designations:
- Securities Industry: Series 6, 7, 63, and 65 (CRD #6136712)
- Life, Accident, and Health insurance in the states of CT, NY, PA, FL, NC, and WY
- AHIPP certification for Medicare
Beth and her husband were missionaries in the Philippines for 16 years where they raised their four children. They came back to the US in 2003 and have remained active in helping churches in the Northeast. They minister to churches that are struggling or have a desire to complete specific projects. These opportunities usually range from one to five years.
Beth was raised in PA where she met her husband before they moved to the Philippines as missionaries. They have also lived in and around NY & CT. She loves learning about different cultures and trying new foods. Her four children are grown, and she has 10 grandchildren. She enjoys traveling, cooking and playing games. Her favorite vacation spots are WY, PA & FL. (The states where her grandchildren are located!)
Fun Fact: While in the Philippines she had a pet monkey and several parrots, of which some were great talkers and some were just annoying, but all were quite beautiful. They also started a chicken farm to create an income stream for the Bible school.
Securities offered through Securities America, Inc. Member FINRA/SIPC, Advisory Services offered through Securities America Advisors, Inc. SYFG and Securities America are separate entities.
FINRA Broker Check: Check out the background of this investment professional by clicking here.
Elizabeth Worthington subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisor representative of First Affirmative Financial Network. First Affirmative is not an affiliate or subsidiary of SYFG or Securities America.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).