Ted Athans, Cfp® Aif® Email and Phone Number
Ted Athans, Cfp® Aif® work email
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Ted Athans, Cfp® Aif® personal email
Ted is responsible for working with clients on their financial plan. He specializes in integrating multiple financial strategies into a sound financial plan to help provide confidence and security for individuals, families and business owners.His financial industry career began with American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999. Ted formed Douglas, Athans & Associated Wealth Management Group in 2009 along with Jay Douglas. Jay and Ted teamed with John and Leslie to form WealthSpring in 2016.Ted is a member of the Financial Planning Association (FPA) and has served as a San Gabriel Valley Chapter Board Member. Ted is also a member of the Financial Services Institute and is very active in the Chino Hills community. He has a BA from UC Irvine, is a CERTIFIED FINANCIAL PLANNER™ professional, and an Accredited Investment Fiduciary®.
Wealthspring
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- commonwealthcommercial.com
- Employees:
- 2
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Partner, Managing PrincipalWealthspring Feb 2016 - PresentAdvisory services offered through WealthSpring Partners LLC, a Registered Investment Adviser. Fixed insurance products and services offered through WealthSpring Partners LLC, or CES Insurance Agency.WealthSpringLong Beach: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815San Luis Obispo: 1360 Marsh Street, San Luis Obispo, CA 93401Orange County: One Park Plaza, Suite 600, Irvine, CA 92614Chino Hills/Chino Valley: 15338 Central Avenue, Chino, CA 91710Santa… Show more Advisory services offered through WealthSpring Partners LLC, a Registered Investment Adviser. Fixed insurance products and services offered through WealthSpring Partners LLC, or CES Insurance Agency.WealthSpringLong Beach: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815San Luis Obispo: 1360 Marsh Street, San Luis Obispo, CA 93401Orange County: One Park Plaza, Suite 600, Irvine, CA 92614Chino Hills/Chino Valley: 15338 Central Avenue, Chino, CA 91710Santa Rosa: 1550 Airport Boulevard, Suite 205, Santa Rosa, CA 95403Phone (888) 491-4410 | Fax (562) 491-4411 Show less
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Co-Founder And DirectorDouglas, Athans, And Associates Wealth Management Group Apr 2009 - Jan 2016
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Financial AdvisorAmeriprise Financial Feb 1999 - Apr 2009
Ted Athans, Cfp® Aif® Skills
Frequently Asked Questions about Ted Athans, Cfp® Aif®
What company does Ted Athans, Cfp® Aif® work for?
Ted Athans, Cfp® Aif® works for Wealthspring
What is Ted Athans, Cfp® Aif®'s role at the current company?
Ted Athans, Cfp® Aif®'s current role is Partner, Managing Principal at WealthSpring.
What is Ted Athans, Cfp® Aif®'s email address?
Ted Athans, Cfp® Aif®'s email address is te****@****ers.com
What schools did Ted Athans, Cfp® Aif® attend?
Ted Athans, Cfp® Aif® attended Uc Irvine.
What skills is Ted Athans, Cfp® Aif® known for?
Ted Athans, Cfp® Aif® has skills like Retirement Planning, Investments, Financial Services, Financial Advisory, Insurance, Securities, Small Business, Pensions, Estate Planning, Personal Finance, Strategic Financial Planning, Social Security.
Who are Ted Athans, Cfp® Aif®'s colleagues?
Ted Athans, Cfp® Aif®'s colleagues are Sophie Gregoriou, Andrew Wyatt, Hartley Jordan, Ray Brady, Alice Brown, Brenda Ladd, Benjamin Harris.
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