About Us

Herbert "Chip" Goodrich

Phone: 310-231-7703

Professional Career:

I joined Equitable in 1995 after a career as a licensed engineer in the energy industry.  There I learned financial modeling and after earning my MBA from UCLA in 1994, I shifted my focus to helping business owners, professionals and long-term employees with financial protection strategies.  My focus is on reducing investment risk and volatility and maximizing after-tax cash flow and wealth transfer at death.

Areas of Specialty:

·        Pension Maximization and Completion

·        Retirement Planning

·        Wealth Transfer Planning

·        Life Insurance Strategies, Long Term Care

Education:

1994 University of California, Los Angeles (UCLA) Los Angeles, CA:  MBA

1984 University of Southern California (USC) Los Angeles, CA:  BSME

Professional Licenses:

FINRA Series 7, 63 and 65

California Life and Health License 0B64912

Awarded AXA’s Centurian, Hallmark I and Circle of Excellence Awards.

 

California Insurance License #: 0B64912

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0732872

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PARAMOUNT ADVISORS GROUP is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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