Main Office: 650.377.4108
1510 Fashion Island Blvd. Ste. 210
San Mateo, CA 94404
650.377.4108
Robin Starr, a CERTIFIED FINANCIAL PLANNER™ Professional and co-founder of Athena Wealth Strategies, has more than eight years of experience in financial services. She graduated from Pomona College in Claremont, California, with a degree in Economics and then began several years of moving between the East and West coasts. A native of Connecticut, Robin moved East after college, living in Connecticut and then New York City, where she worked in the Private Asset Management Division of Neuberger Berman. In 2008, she moved to California and joined Lincoln Financial Advisors. In 2014, while remaining with Lincoln, she returned to the East Coast after her husband became a research associate at the Brookings Institution. Although she now works out of Washington, D.C., she is in California frequently and considers herself very much part Californian, part East Coaster.
If you are getting close to retirement age you may have heard of social security claiming strategies such as “file and suspend” or a “restricted application.” You may have also seen in the news that the November 2015 bipartisan budget deal made some changes to the social security system. While none of these changes will affect benefits that have already been claimed, those who are not yet retired may see a change in how they are able to receive benefits due to recent changes made by Congress. [Read complete article.]
While current obligations and financial emergencies may make it hard to prioritize savings at certain points in our lives, many people put off saving for retirement (or any other need) not because they cannot afford it, but because they are overwhelmed with the options and terminology. Putting off saving can have compounding effects, not only because it’s easy for days to become weeks, then years and even decades, but because.... [Read complete article.]
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
