Founded in 1988, AmeriFlex Financial Services provides a full range of investment and wealth management services, with a focus on managing risk and growing your wealth. AmeriFlex Financial Services is an independent, 100% employee-owned firm headquartered in Santa Barbara, CA, and Newport Beach, CA. Our management team is made up of experienced investment professionals, including MBAs and CERTIFIED FINANCIAL PLANNERS (CFP™). AmeriFlex Financial Services strive to earn our client's trust by consistently providing excellence and assisting them in achieving financial stability. AmeriFlex Financial Services objective is to maintain the highest level of customer satisfaction in the financial services industry. We will focus on responsiveness to our clients needs. AmeriFlex Financial Services work as a team. We recognize that input and involvement from our clients, their outside advisors or counsel, and our employees is imperative to our success. Founded in 1988, AmeriFlex Financial Services provides a full range of investment and wealth management services, with a focus on managing risk and growing your wealth. AmeriFlex Financial Services is an independent, 100% employee-owned firm headquartered in Santa Barbara, CA, and Newport Beach, CA.