Jonathan Worobow


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Jonathan Worobow is a managing associate with Charter Oak Financial, whose proud history dates back to 1886. Jonathan focuses his practice on the wealth and risk management, business and tax planning, estate planning and retirement planning needs for restaurant owners, federal and state employees, and medical professionals and associations.

    Prior to joining Charter Oak, Jonathan worked for two other large financial services companies.

    Outside of the office, Jonathan is an avid skier, who also enjoys playing the piano and guitar. When he’s not doing that, he enjoys water sports and spending time with his family, friends and fiancée.

    Born and raised in Avon, CT, Jonathan currently resides in Farmington, CT with his fiancée, Emma.

     

    Practice Areas

    • Wealth Management
    • Risk Management
    • Business + Tax Planning
    • Estate Planning
    • Retirement Planning

    See Jonathan’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

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    Charter Oak Financial: The Hamden Office

    Satellite Office

    2321 Whitney Avenue Suite 402
    Hamden, CT 06518

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    CRN202106-250208