Athena K. Stone has been with Attentive Investment Managers, Inc. since 2003, is an Investment Advisor and the Chief Compliance Officer for the company. Mrs. Stone earned her Chartered Retirement Planning Counselor (CRPC) designation in 2010 from the College for Financial Planning. She received the designation of Accredited Investment Fiduciary...

Athena K. Stone has been with Attentive Investment Managers, Inc. since 2003, is an Investment Advisor and the Chief Compliance Officer for the company. Mrs. Stone earned her Chartered Retirement Planning Counselor (CRPC) designation in 2010 from the College for Financial Planning. She received the designation of Accredited Investment Fiduciary (AIF) from Fi360 in 2011. She earned her Bachelor of Arts Degree in Organizational Leadership from Brandman University in 2012 and her Master of Science in Financial Planning and Designation of MPAS (Master Planner Advanced Studies) from the College for Financial Planning in 2018.

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Michael L. Dalton founded Attentive Investment Managers, Inc., originally as a sole proprietor under the name of Michael L. Dalton CFP in 1991. Mr. Dalton earned his Bachelor's Degree in Accounting in 1968 from Humphrey's College. He received his Certified Public Accountant (CPA) Certificate in 1971. He earned the designation of Certified...
Michael L. Dalton founded Attentive Investment Managers, Inc., originally as a sole proprietor under the name of Michael L. Dalton CFP in 1991. Mr. Dalton earned his Bachelor's Degree in Accounting in 1968 from Humphrey's College. He received his Certified Public Accountant (CPA) Certificate in 1971. He earned the designation of Certified Financial Planner (CFP) in 1989 from the College for Financial Planning. He received his Master of Science Degree in 2000 from the College of Financial Planning, majoring in Retirement Planning.
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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


Attentive Investments, LLC is a Women Owned Small Business (WOSB) under the terms set forth by the Small Business Association.

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