Who We Are
We educate, encourage, and empower communities to achieve financial peace of mind one client, one family, one business at a time.
MEET OUR TEAM
The Worth Advisors team values the craftsmanship of innovative planning and wealth management solutions to serve the specific financial needs of our clients.
Sherise M. Jones, CPA
Managing Partner - Accounting
Guy Allangba, CPA®
Senior Tax Accountant
Elnie Tran
Tax Associate
Fatima Contreras- Aguilar
Tax Associate
Noelle Leader
Staff Accountant
Cristi A. Fowle, CPA
Staff Accountant
OUR VALUES
Client Success Is Our Success
Our clients achievements are a reflection of our commitment and dedication.
Diversity- Stewardship
Stewardship and Diversity are at the forefront of our priorities.
Effective Communication
We will use Effective Communication with our clients and employees
Faith- Integrity
We will always execute fiduciary responsibility with the utmost Faith and Integrity
Learn- Educate- Innovate
We will Learn, Educate, and Innovate within the communities that we are located
THE WORTH EXPERIENCE
The 4 C’s of Worth Advisors
Consciousness
Our comprehensive financial plans are designed around the premise of awareness. We thrive to capture your needs, your goals, and other financial concerns.
Communication
You can rest… with the assurance that we provide real time communication with results that you can see. Responsive, timely, and personalized are three adjectives that characterize our communication.
Commitment
Being proactive in our approach, and providing the best customized plan, tailor made for you, is core to our approach. Every client is unique, so are the solutions we provide.
Clarity
It is essential for us to know that you understand every aspect of your plan. Part of our mission is to educate you financially. Financial success always comes as the result of a clear vision and plan.