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Our financial advice team


Athena Gatan, Financial Advisor serving the Seattle, WA area - Ameriprise Advisors

Athena Gatan

CLTC®, APMA

Financial Advisor

Wealthbridge Advisors
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Investments
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Wealthbridge Advisors, Ameriprise Client Experience Award, 2020, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Spending time with family
  • Being outdoors
  • Hiking
  • Snowboarding
  • Traveling