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Our financial advice team


Athena Gatan

Athena Gatan

CLTC®, APMA®

Financial Advisor

Affirm Wealth Advisors
26
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.

Areas of focus

  • Family Finances
  • Insurance
  • Saving for Education
  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Interests

  • Hiking
  • Fitness
  • Playing piano
  • Reading
  • Tennis

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®
  • Series 6, 7, 63 & 66 Licenses
  • Life, Health & Disability Insurance Licenses

Education

  • University of Phoenix, B.S., Business Finance, 2015

Professional associations

  • Women's Empowerment Network (AFG)