Theodore M. Athans, CFP^®

AIF^®

Partner, Managing Principal

WealthSpring

15338 Central Ave
Chino, CA 91710-7658

+ 2 More Locations

WealthSpring

15338 Central Ave
Chino, CA 91710

WealthSpring

1550 Airport Blvd, Ste 205
Santa Rosa, CA 95403-1095

FINANCIAL ADVISOR'S WEBSITE

www.wealthspringpartners.com

(909) 566-0900

+1 More Number

562-491-4410

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Theodore Athans is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at WealthSpring in Chino, CA and the surrounding communities.

Financial Advisor Overview

Ted Athans (CA Insurance Lic.#0C52870) is a registered representative and investment adviser representatives with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Financial planning services offered through WealthSpring are separate and unrelated to Commonwealth.

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

7, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance: CA
Fixed annuities: CA
Variable annuities: CA

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