Bethany Borowsky joined Athena Wealth Strategies in 2017 working with an array of clients ranging from early career to mass affluent individuals. Her experience in the financial industry includes positions as a Paraplanner, Client Relationship Manager, Business Development Director, and Financial Planner. Bethany’s diverse background in finance makes her uniquely qualified to work with clients as an advice-based planner and wealth management advisor. In 2019, Bethany became a partner in Maritza Roger’s practice.
She earned her Bachelor of Science degree in economics from Santa Clara University, and uses the insight she developed through her interest in economic theory to individually analyze optimum financial strategies for each of her clients.
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Securities: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New York, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp. CRN2995395-031320
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Beth Borowsky, CA Insurance License #0M72593