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
(800) 833-1446
+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

 Theodore Athans (CA Insurance Lic# 0C52870) is a Registered Representative and an Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are offered through WealthSpring or CES Insurance Agency.

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Financial Advisor Experience

Ted is responsible for working with clients on their financial “big picture.” He specializes in integrating multiple financial strategies into a sound financial plan to help provide confidence and security for individuals, families and business owners. In addition to his vast financial planning knowledge, Ted has expertise in social security strategies and insurance services.
 
His financial industry career began with American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999 where Ted received the President’s Recognition award in 2001 and 2003. 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 serves 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®. Ted holds FINRA Series 7, 24 and 66 securities registrations through Commonwealth Financial Network.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

This communication is strictly intended for individual residing in the states of: AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, MA, MI, MO, MT, NJ, NM, NV, NY, OH, OK, OR, SD, TX, UT, WA, WI, WY.  No offers may be made or accepted from any residents outside these states due to various state regulations and registration requirements regarding investment products and services.


FINRA BrokerCheck

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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