About

With offices in several locations in California – including San Luis Obispo County, Orange County, and the Inland Empire – we serve clients throughout the nation.  

At Douglas Athans, our group of fully registered and credentialed financial planners has extensive experience providing personal financial planning to individuals who are accumulating or protecting wealth, or transferring their wealth to the next generation. In addition, our business consulting department focuses solely on the needs of small-to-medium sized businesses of all types and the business owners.

We also have specific expertise in working with executive-level professionals and executive teams, doctors and medical groups, independent practitioners (lawyers, accountants, etc.), and educators