Julie VanTilburg
CFP®
Maritza Rogers
CFP®, CRPC
Robin Starr
CFP®, CRPC
Jeff Better
CLU, ChFC, CRPC
Bethany Borowsky
Financial Planner


Contact Athena Wealth Strategies

A goal without a plan is just a wish.

Without a plan, you are moving forward blindly into the future without knowing if your actions today are sufficient to meet your goals tomorrow. Meeting with an experienced financial planner can make sure that your actions are now part of a larger strategy. Knowing where you are and where you are headed can not only give you a sense of security today that you are on the right track, but satisfaction in the future when you get there. Without a plan that can be implemented to reach them, goals are no more than wishes or dreams.

Athena Wealth Strategies has helped hundreds of clients reach their retirement goals. Let us help you get there too.

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Office Locations:

1510 Fashion Island Blvd., Ste 210
San Mateo, CA 94404

Additional office locations in the Bay Area and Washington D.C.

Phone

650.377.4108

Email Us

info@athenawealthstrategies.com

 

Disclosure:

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

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

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