Helping you reach your peak financial shape is our goal
Meet The Team
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![Asian female Advisor from Athena Financial Looking at Camera]()
Erin Peng
Financial Advisor
I was first exposed to the financial services industry in 2018. As a mother of two children, I utilized my knowledge to bring my family to financial stability and securing our financial futures.
After seeing how much I was able to help my family, I developed a passion for helping others in similar ways, such as protecting their income and helping them save for retirement. I particularly specialize in building children’s futures by setting up child insurance plans and RESPs.
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![Asian Male Advisor from Athena Financial Looking at Camera]()
Ken Feng
Financial Advisor
After being exposed to the finance industry in 2013, I was able to fully understand how I can keep more money in my own pocket and minimize paying the TAXMAN!
That's when I decided to enter the industry, to learn and unlock the secret power of money while honing in on the skills of putting financial jargon in layman's terms so I can educate family, peers, and others around me with the same literacy, so they can take control of their finances as I have!
Our Vision For You
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We strive to provide you with the tools to become the best version of yourself no matter how big or small your goals are.
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We empower you by helping you to take control of your finances, and build a solid foundation, so that you feel safe to take action on your dreams.
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Transformation begins when you are inspired and empowered to live your best life. When you have a solid foundation, you are free to dream even bigger and achieve your goals.
It only takes 3 steps:
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Step 1: Meet & Greet
We want to know all about your financial habits and goals! These insights allow us to develop a personalized plan based on your needs. We take an holistic approach to incorporate the "big picture" factors in your life that impact your wealth.
This first meeting is a complimentary and safe space for you to share your financial details. Go ahead and let us know all your goals, your concerns, and any questions you may have, so we can build a fruitful relationship together.
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Step 2: Solutions Meeting
After learning about your objectives, we'll begin developing a solution to fit your needs. When you meet with us again during our second meeting, we'll have recommendations to help you achieve the goals that you shared during the meet & greet. We will walk you through how each solution addresses your specific goals, call out potential pitfalls, and show you a timeline so that you get a clear view of what your financial future holds.
Afterwards, we get to the fun part, implementing the plan so that you start seeing results! Depending on your needs, this is where we may interact with other people in your financial life such as your banker, accountant, or lawyer. Every component of your financial health can work in concert and thus yield the best results for you.
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Step 3: Wealth Planning and Maintenance
Are you buying a new house, having a baby, or getting a promotion? As your life changes, let us know, and we'll adjust your plan so that your solution is always in alignment with your life plans. Aside from our regular semi-annual meetings, we'll also continue monitoring your progress towards your goals.
I’ve been working with Ken for more than one year. He is 100% professional and so good at investments. He has been helping me planning out the investment plans and customized them based on my situation on a regular basis. The return rates are much higher than I expected. His professional knowledge, sharp insight and understanding of the market helps lower the risk of the investments as well.
— E ⭐⭐⭐⭐⭐