SANTA BARBARA, Calif.,
Oct. 9, 2019 /PRNewswire/ -- On
October 1st AmeriFlex
Santa Barbara announced a full restructuring of leadership. The
move realigns their experienced advisors to serve the local
community and positions the firm for long-term growth and
stability.
"Our strategy is to build upon the foundation of the
AmeriFlex name while providing exceptional transitional wealth
planning for individuals and families in the greater Santa Barbara area," says Justin Anderson, a representative of the
leadership team.
The team at AmeriFlex Santa Barbara consists of six dedicated
and accomplished professionals with strong local ties. Together,
Justin Anderson, Hannah Buschbom, Justin
Pollack, Maxwell Phillips,
Christian Snowden, and Brett Weichbrod have taken the helm of a company
that has experienced significant growth as a result of their focus
on comprehensive financial planning and personalized wealth
management service, in the Santa
Barbara area for over 30 years.
The shift from traditional wealth management services towards
transitional event planning began three years ago when AmeriFlex
acknowledged a significant change in client needs.
"As clients face complex events in their lives, like
retirement, relocation, sale of a business or real estate, loss of
a loved one, or change in marital status, our clients need
sophisticated advice that allows them to make informed decisions.
These are pivotal moments in our clients' lives," Anderson
explains.
Santa Barbara's dedicated
leadership team consists of:
- Justin Anderson CFP®, CRC®,
CLU®
- Hannah Buschbom,
CFP®, CDFA™
- Maxwell Phillips
- Justin Pollack,
RICP®
- Christian Snowden, MBA
- Brett Weichbrod, MBA
About AmeriFlex Santa Barbara
Founded in 1988,
AmeriFlex provides a full range of investment and wealth management
services, with a focus on transitional financial event planning.
AmeriFlex Santa Barbara is an independent, 100% employee-owned firm
headquartered in Santa Barbara,
CA. Our management team is made up of experienced
professionals, including MBAs and CERTIFIED FINANCIAL PLANNERS
(CFP™). For more information, visit www.ameriflex.com.
Securities and advisory services offered through SagePoint
Financial, Inc., member FINRA/SIPC. Insurance services offered
through AmeriFlex® Financial Services, which is not affiliated with
SagePoint Financial, Inc.
Contact Information:
AmeriFlex Santa Barbara
Hannah Buschbom
(805) 898-0893
hannah@ameriflex.com
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SOURCE AmeriFlex Santa Barbara