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Theodore A
CFP®, Series 63, Series 66
San Luis Obispo, CA
Commonwealth Financial Network
Theodore Athans is a CFP® professional affiliated with Commonwealth Financial Network, based in San Luis Obispo, CA, with 27 years of industry experience. He has worked at Commonwealth Financial Network since 2009, including time with its Wealth Management Group, and was a co-owner of WealthSpring Partners, LLC and WS Tax Services, LLC, the latter providing tax preparation services. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, offering a broad range of advisory and brokerage services including managed-account programs, third-party asset management, and retirement consulting.
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