Atherton Wealth Advisors

Atherton Wealth Advisors At Atherton Wealth Advisors, we are passionate about wealth management and how it can help our clien Atherton Wealth Advisors, Inc. Kimberly B.

is a full service, comprehensive wealth management firm with over 35 years of combined industry experience. Our approach is straight forward with a focus on becoming your partner in building the future you desire. We know that wealth can come in many ways – through hard work, life changes and good fortune, but it can also bring uncertainty and questions. In today’s changing environment, making sou

nd financial decisions, with your ideal future in mind, is time-consuming and requires specialized skill and knowledge - the kind that is learned through experience. We offer you an attentive, thoughtful approach to wealth management that is personalized based on your vision. We provide our experience to help educate you about all of the
areas of your financial picture, including:

• Fee Based Money Management
• Financial Planning
• Investment & Wealth Management
• Retirement Income Strategies
• Income Tax Planning
• College Funding Strategies
• Estate & Multi-Generational Planning
• Life & Long Term Care Insurance
• Custom Educational Seminars
• 401K, 403B, IRAs, Stocks, Bonds, Mutual Funds, Annuities & 529 Plans

…Thus empowering you to make informed decisions that will move you toward your goals for the future. We are committed to helping your pursue your financial goals. Your questions and concerns are important to us, so please do not hesitate to call. We appreciate your business and will continue to do everything possible to merit the confidence you’ve placed in us. This is your vision, your wealth, your life – we guide, you decide. Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Ogden CFP®, AIF®, Registered Principal, CA Insurance License ; Richard Nelson CFP®, Registered Representative, CA Insurance License

09/02/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Building wealth is one thing—making sure it continues to support your lifestyle over time is another.A closer look at wh...
08/31/2026

Building wealth is one thing—making sure it continues to support your lifestyle over time is another.
A closer look at why purchasing power matters more than account balances.

Keep your wealth working by preserving purchasing power over time.

Consider a bucket plan to go with your bucket list.
08/28/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

08/26/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/24/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Do you know what your insurance needs are, when you’re married, with children?
08/21/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

What role does yield play in long-term investment success?The Cetera Investment Management Team's latest Market Commenta...
08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

Address

5701 Lonetree Boulevard Suite # 104
Rocklin, CA
95765

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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