Main Office: 650.377.4108
1510 Fashion Island Blvd. Ste. 210
San Mateo, CA 94404
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. NOTE: Please do not send confidential information such as account numbers, date of birth, etc., using this form.
1510 Fashion Island Blvd., Ste 210
San Mateo, CA 94404
Additional office locations in the Bay Area and Washington D.C.
650.377.4108
info@athenawealthstrategies.com
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 a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors.
CRN-5895892-082123
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; Kaitlyn Zawada, CA Insurance License #4084200
