AmeriFlex® Financial Services is a privately owned financial planning and wealth management firm based in Santa Barbara, California.  Our team of dedicated professionals helps provide financial confidence to businesses, non-profit organizations, families and individual investors.


Our Wealth Management Team specializes in assisting with assets in transition, such as from retirement, an inheritance, divorce, or job change.  We help you navigate through these transitional periods with our knowledge, experience, and integrity.

Our Financial Planning Team looks at your entire financial picture – including current assets and visions for the future.   Our professionally designated financial advisors work on your behalf to implement and review your plans on a regular basis.  AmeriFlex® Financial Services now offers a way for clients to see their complete financial picture in one place, at anytime, from anywhere. Click here for more information about our Featured Services:       


Whatever your financial needs, we are here to help. Contact us to schedule a no-obligation meeting with one of our advisors and get started on securing your future.

Existing AmeriFlex® Clients:  Click below to login to Your Personal Financial Website!