Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our reasons for becoming financial professionals are deeply personal. We’ve seen many friends and family struggling to find the help they needed to make good financial decisions.
We have chosen to work as an independent firm so we can pay personal attention to our clients. Our initial consultations are complimentary. If you decide to hire us, we will outline how we are compensated, depending on what you decide to do. Your goals are our goals and we commit to working together on them, not on what pays us the most.
While the best time to start was probably 10 years ago, the next best time is today. Call for a no-obligation consultation and find out if we are a good fit. We will de-mystify what steps need to be taken for your unique journey without lingo or jargon. What is understandable, is do-able…and getting to “Do-able” is what we are all about.
A Visalia native and long term resident of Hanford, Susan graduated from Westmont College in Santa Barbara and began her career in financial services after working for a successful property and casualty agent in the 90's. Intrigued by...
Robert is a native of Hanford and a graduate of Westmont College in Santa Barbara. He began his career in the 1990s working with State Farm Insurance and, later, entered the financial services industry prior moving to Honduras in 2000,...
Office Manager / Administrative Assistant
As a former small business owner and certificated teacher, Dianna is our office manager extraordinaire. She keeps things running at Athena Financial Group. With over 15 years as owner of The Reading Clinic in Visalia and Fresno, Dianna...
Insurance Processing Manager/ Administrative Assistant
As the newest member to our staff, Karina has added a wealth of knowledge to our marketing campaigns, social media platforms, and website development. She honed those skills during her years as...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.