Broker Check
 Herbert "Chip"  Goodrich

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.