Main Office: 650.377.4108
1850 Gateway Drive, Suite 350
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.
1850 Gateway Drive, Ste 350
San Mateo, CA 94404
Additional office locations in the Bay Area and Washington D.C.
650.377.4108
info@athenawealthstrategies.com
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
See Osaic Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License; Julie VanTilburg, CA Insurance License #0C21028 #4084200
CRN-6837825-072624
