Maritza Rogers, a CERTIFIED FINANCIAL PLANNER ™ Professional and Chartered Retirement Plan Consultant (CRPC) began her career in financial services 17 years ago. She is a co-founder of Athena Wealth Strategies providing advice-based planning and wealth management for individuals. In addition to helping people, Maritza is very passionate in helping organizations with their retirement plan design and specializes in solving complex needs of 403(b) and 457 governmental plans. In 2018, Maritza was named Lincoln Financial Advisor’s ABS Advisor of Now for her commendable work in the industry, as a leader amongst her peers, and for her multiple leadership roles in the organization. Maritza holds an undergraduate degree in Business with a concentration in Economics and Finance from Notre Dame de Namur University.
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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