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Our financial advice team


Athena A Constant

Athena A Constant

MBA, CFP®, AEP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Athena Constant & Associates
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 23 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Charitable Giving

Interests

  • I enjoy spending time with my husband and two kids
  • I run for pleasure and compete in half-marathons
  • Being part of my local community is important to me
  • I like to travel, cook, read and train my labrador

Community participation

I am an active member of National Charity League in San Diego with my daughter and we volunteer with numerous local philanthrophic organizations in providing community service and support. I enjoy working with the Helen Woodward Animal Center in Rancho Santa Fe and Rady's Children's Hospital. I am also a volunteer puppy raiser with Canine Companions for Independence, helping socialize and obedience train assistance dogs.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020
  • Ameriprise Circle of Success, 2013, 2017, 2020

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • AEP® Accredited Estate Planner®
  • MBA

Education

  • Occidental College, Los Angeles, CA 1984-1988 Bachelor of Arts, Biology & English
  • University of Colorado, Denver, CO 1990-1993 MBA- Summa Cum Laude, Finance & Economics
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