Theodore M. Athans, CFP<sup>&reg;</sup> - Financial Advisor

Theodore M. Athans, CFP®

AIF®

Partner, Managing Principal

WealthSpring

One Park Plaza, Suite 600
Irvine, 92614
+ 2 More Locations

WealthSpring

15338 Central Ave
Chino, CA 91710

WealthSpring

5000 Airport Plaza Drive, Suite 245
Long Beach, CA 90815
FINANCIAL ADVISOR'S WEBSITE
(888) 491-4410
+2 More Numbers
909-566-0900 562-491-4410

General

Theodore Athans is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthSpring in Irvine, and the surrounding communities.

Financial Advisor Overview

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.

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Financial Advisor Experience

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.) Ted formed Douglas, Athans, and Associates 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®.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources