Maritza Rogers
Co-Founder & Financial Planner
- Athena Wealth Strategies
Professional Information
Maritza
Rogers
Co-Founder & Financial Planner
Athena Wealth Strategies
Education, Honors & Awards
Notre Dame de Namur University; Chabot College
Bachelor of Business Administration- Economics and Finance- Notre Dame de Namur University;
Associate of Arts- Liberal Arts and Sciences- Chabot College
Nominated Investment News 40 under 40
Personal Information
Redwood Cotu
Penisula College Fund Mentoring; Chamber of Commerce
11-15 Years
Maritza Rogers is the Co-founder of Athena Wealth Strategies which was built by women for women. The three co-founders are women and the clientele is approximately 70% female. The clientele consists of professional women who are married and make the financial decisions in their households, woman business owners, single woman, divorced woman, and same sex households.
Maritza built her practice based on a holistic planning approach where the client is at the forefront. The company focus’ on a client's finances, goals, lifestyle, and ideals to help articulate the needs and identify strategies to accomplish goals. She received her Bachelor of Business Administration in Economics and Finance from Notre Dame de Namur University, and her Associate of Arts in Liberal Arts and Sciences from Chabot College.
Personal Financial Analysis; Consulting; Entrepreneurship; Economics; Investment Advisement; Staff Development; Staff Training; Strategic Busienss Planning; Marketing; International Busienss Planning; International Business Relations