Jeff Better, CLU, ChFC, CRPC, CPFA

Financial Planner 

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My practice has been built through forming collaborative relationships with my clients. Clients should truly want my help and understand the value I can bring to their financial situation. While dealing with financial planning and priorities can often be a daunting and stressful endeavor, I seek to work with those who want to team up with me to put themselves in the best possible financial situation.

After I joined Osaic FA (formerly Lincoln Financial Advisors), I was fortunate to have the opportunity to develop relationships with hundreds of healthcare employees - primarily women - throughout the Bay Area because of Osaic FA's (formerly Lincoln Financial Advisors) endorsement by the California Association of Hospital and Health Systems. As a result, today more than 90 percent of my clients are women, due to ongoing referrals I receive from current clients.

Though I remain very active in the development and implementation of employer sponsored plans, over the years I have broadened my focus into financial and retirement planning for business owners, individuals and families. Working closely with clients, as a team member and a guide, continues at Athena Wealth Strategies, which is the exciting next step in this process.

I enjoy golf, hiking, sporting events, concerts and theater. I love to travel with my family, especially to Hawaii and to Disneyland.