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Athena Financial & Insurance Associates

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Trustworthy

We strive to be your trustworthy partner in insurance and retirement planning, always prioritizing your best interests and ensuring your financial well-being.

Innovative

We bring you innovative solutions by embracing the latest tools and strategies, ensuring your needs are at the forefront of industry advancements.

Dedicated

Our team is dedicated to your success and committed to meet your unique needs.

Why Partner With Us?

Whether it’s for your business or personal, Managing your financial and insurance needs can feel overwhelming, but you don’t have to tackle it alone. Our expert associates will craft a personalized strategy tailored to your unique situation and goals, and provide ongoing support to help you achieve them. Call us today at (562) 417-9834 or click the link to schedule a virtual appointment and get started. We are Nationwide!

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Athena Financial Specializing In

Insurance Protection Insurance Protection Providing our clients with products that enable them to protect the life they've diligently built.
Retirement Strategies Retirement Strategies We help make the most of your golden years by tailoring a retirement strategy to your needs.
College Funding College Funding When sending a child to college, families find value in the guidance of a financial professional.
Business Solutions Business Solutions Small business owners need to ensure the future security of their business.
Estate Planning Estate Planning We work with your tax professionals and attorneys to develop a strategy to help preserve your estate.
Long-Term Care Long-Term Care A long-term care plan serves as a critical element in establishing a strong financial base.
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Testimonials

“My interactions with Mrs. Thomas were nothing short of amazing. From the beginning, all of my questions and concerns were addressed. If the answers weren’t known at the time, Stephanie was always able to get back to me quickly with a resolution. Stephanie took the time to explain the short and long-term benefits of the entirety of my plan, especially in regards to my individual situation. She was always available to answer any concerns I had while combing through all the information she provided. She broke down the finances and budgeting of the plan that worked best for me in a way that I clearly understood and felt comfortable with. Her estimated timelines for payments and appointments were incredibly accurate: I was never unpleasantly surprised or left picking up the pieces of a misunderstanding. She is truly a representative that cares about her clients.”

“A super sweet friend and fellow police wife gave me some financial tips and advice today for free! Hit her up and thank me later!”

China L. Torrance, CA

“I am a professional and highly educated woman who, as many from my generation, did not become well versed in managing my finances aside from establishing a budget and living within my means. I reached out to Annette (annette@athena911.com) for guidance, and she was not only personable, nonjudgmental, and knowledgeable, but expertly guided me in understanding the options available to me for increasing my passive income and making my retirement fund grow painlessly. I encourage you to make Athena Financial Group your go to for financial guidance. You will not be sorry”

Stephanie Thomas

“Lorenzo and Annette have been pivotal in the success of our family’s financial goals and setting have lead us with their business and financial expertise. Personally, I recently lost my dad, but thanks to Annette helping us put a plan in place for him years ago, my family was able to move forward without the financial stress of his funeral and final expenses. Continue to impact lives and educate the community to bring forth financial literacy for everyone. Thank you! ????”

February 17, 2024

Lisa Mir

“Our experience with Lorenzo and Annette Uribe has been incredible. Not knowing what we were getting into Annette took time to explain every detail in a language that the average person can understand. She made sure we were comfortable with our decision and periodically checks in with us asking if we have any questions. When we send her an inquiry she gets back to us promptly. The Uribe’s have really helped to ease any of our concerns about our financial stability.”

August 17, 2023

Dunia C Ordonez Canales

“I am very content and amazed with all the help and service Annette Uribe and her business has provided me and my family It is reliable and I will recommend and refer them to anyone.”

August 17, 2023

Some of Our Providers

Allianz
American Funds
AMS Financial Solutions Group
Athene
Everest Funeral Concierge
Fidelity Investments
Gerber
Jackson
Lincoln Financial Group
Nationwide
North American
Pacific Life
Principal
Prudential
Symetra
Transamerica
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Coping with the loss of a loved one, particularly within the autism community, comes with unique difficulties. The Edgar Joel Uribe Foundation provides essential emotional support and partial financial assistance to qualifying families in need after the passing of their immediate family member diagnosed with a developmental condition within the autism spectrum.

Visit the Foundation

Newsletters

Are You Maximizing Your HSA Usage?
Are You Maximizing Your HSA Usage? Sep 09, 2024 Read More
How Life Insurance Can Protect Assets
How Life Insurance Can Protect Assets Aug 26, 2024 Read More
How do catch-up contributions work?
How do catch-up contributions work? Aug 12, 2024 Read More
Pros and Cons of Delaying Benefits
Pros and Cons of Delaying Benefits Jul 22, 2024 Read More

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Athena Financial & Insurance Associates

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Copyright © 2025 Athena Financial & Insurance Associates. All Rights Reserved.

Athena Financial Group, Inc., Athena Financial, Athena Financial & Insurance Associates, is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, World Financial Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”). These agents offer insurance products through World Financial Group Insurance Agency, LLC (In California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA).

WFGIA Headquarters: 6400 C Street SW, Cedar Rapids IA 52499. Phone: 770.453.9300.
AFG Headquarters: 1370 Brea Blvd #110 Fullerton, CA 92835 Phone: 562-417-9834.