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Newport Beach Wealth Management Team

Ross Anderson*, CFP® and CMFC®

CA Insurance Lic: 0G95313

Ross can be reached at: ross.anderson@ameriflex.com or 949-476-3712

Wealth Manager

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Ross Professional

As a graduate of The College of Financial Planning with a certification as a Chartered Mutual Fund Counselor and Series 66 and 7 licenses, Ross Anderson offers his clients current, real-world financial planning. His expertise spans a variety of areas including customer service, personal investment banking, mortgage lending, risk management and retirement liability strategies. He acquired his skill set from positions held at Wells Fargo, Accredited Home Lenders, Retirement Strategies Group and Signature Resources.

Mr. Anderson obtained his undergraduate degree at UC San Diego and is a CFP®, Certified Financial Planner Professional. He appreciated that his clients "Bring their own unique perspective, aspirations and concerns to the table. I am passionate about providing them with dedicated care and responsiveness, to help them gain confidence so they can synergize their financial and life goals. The support I receive from the AmeriFlex® team enables me to truly make a positive impact in my clients' lives.

Ross Play

Birthplace: I was born in Pittsburgh, Pennsylvania, but relocated to Northern and later, Southern California during my school years.

Favorite childhood memory: I was on a traveling competitive soccer team with my brother which gave me the opportunity to visit different places.

Hobbies: I'm a golfer, which is a great sport you can integrate with a love of travel.

Passions: I also enjoy cooking; at home I am the head chef and my wife is the sous chef. I love pairing good food and wine!

Family life: My wife and two children are important to me and keep me grounded.

Favorite quote: "Only worry about the things you can control."


Michael Sutfin

CA Insurance Lic: #0A81803

Michael can be reached at: michael.sutfin@ameriflex.com or 714-394-8301

Wealth Manager

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Michael Sutfin

Mike began his career at PaineWebber and left his position at Wells Fargo Advisors after 17 years to join the AmeriFlex® Team. Mike has dedicated over 31 years to adding structure to savings and investment planning. He uses his extensive personal and professional experience in all areas of investment planning to help clients specify clear goals, develop a detailed plan, then implement and monitor that plan on an ongoing basis. Mike offers all aspects of financial services specializing in Retirement and Investment Planning.

When asked why he choose AmeriFlex®, Mike responded that “I joined the AmeriFlex® Team after careful consideration and research. It was an easy decision once I came to know the people and the processes they offer.”.

Michael Sutfin

Birthplace: Born and raised in the OC

Favorite childhood memory: Surfing in Huntington Beach. Just as the sun came up a dolphin jumped high out of the water and with the sun reflecting off it, the dolphin turned a glistening golden color.

Hobbies: I love sports. As a teen I began surfing. In my 30’s I ran marathons, played in softball leagues and recently I’ve taken up golf.

Passions: I have always had a passion for the markets ever since reading books as a teenager about Wall Street. My newest passion is golf; A sometimes frustrating game until you hit that amazing shot!

Family Life: My wife and I enjoy hanging out with our friends and their children. We visit our two adult children in San Diego when time permits.

Favorite quote: “If you want to make God laugh, just tell him your plans.”

~Anonymous

Affiliated Offices

Financial Transition Partners

(818) 704-0001

Wellworth Financial

(805) 692-4000

Monarch Wealth & Retirement Strategies

855) 529-4015

Newport Beach Wealth Management Team

Ross HeadshotMichael Sutfin

Contact Us Now Newport Beach

Contact Us Now

Hours:
8:30 a.m. PST - 5:00 p.m. PST
Address:
5000 Birch Street
Suite 3000
Newport Beach, CA 92660
Phone:
(949) 476-3712

Or have one of our representatives contact you.