Our Qualifications

Jerry Jon Sollazo, 64, is the President and Chief Executive Officer of Athena Financial & Insurance Services, Inc. a position he has held since April of 1990. An alumnus of the University of Wisconsin Mr. Sollazo was awarded the Certified Financial Planner (CFP) designation in 1992 from the College for Financial Planning in Denver, Colorado. He also holds the American College's prestigious Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations as well as advanced certificates in Estate Planning and Financial Counseling. A frequently sought after speaker, he has given numerous seminars on financial and estate planning across the country and has been an instructor for the American College's "Wealth Accumulaton Planning" course.

Mr. Sollazo began his financial services career in 1975 as a Brokerage Consultant for the CIGNA Insurance Companies in Milwaukee, Wisconsin. He joined the CNA Insurance Companies in 1979 and served in numerous management and executive capacities over an eleven year career. In 1986, he was named CNA's Vice-President of West Coast Life Operations becoming, at the time, one of the youngest people ever to be named an officer for CNA's major life affiliate the Continental Assurance Company--one of the nation's premier financial service firms. He left to form Athena Financial in the spring of 1990. His various industry accomplishments have earned him a biography in "WHO'S WHO IN INSURANCE IN AMERICA.".

Mr. Sollazo obtained a Registered Principal's license is a former member of the Society of Financial Planning Professionals (SFSP), and the practitioner division of Financial Planning Association (FPA) which was formerly the Institute of Certified Financial Planners (ICFP) and the International Association of Financial Planners (IAFP). Mr. Sollazo previously passed the Series 2, 6, 24, 52, 62 and 63 Securities Licenses as well as California Life, Disability and Variable Annuity Insurance licenses. He was also the former national chairman of the Walnut Street Securities, Inc. Representative Advisory Board.

CA Insurance Lic # 0673308