Who We Are
Founded in 1988, AmeriFlex® provides a full range of investment and wealth management services, with a focus on managing risk and growing your wealth. We are 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™). Your assets are held by a leading independent qualified custodian (Fidelity or Pershing), providing confidence and peace of mind.
Our Mission Statement
- Our core company values are integrity, professionalism, client satisfaction and teamwork.
- We strive to earn our client’s trust by consistently providing excellence and assisting them in achieving financial stability. Our objective is to maintain the highest level of customer satisfaction in the financial services industry. We will focus on responsiveness to our clients needs.
- We will strive to consistently give our best effort in everything we do. We will continually seek to improve and acquire new proficiencies, knowledge and expertise through high-level, enduring education.
- We will seek out, develop, and embrace new technologies to ensure efficient and convenient service.
- We believe that our clients are best served by professional integration of the various financial disciplines. We act with a sense of urgency on all client-related matters.
- We 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.