Founded in 1988, AmeriFlex Financial Services provides a full range of investment and fiduciary santa barbara 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.

AmeriFlex Financial Services
3700 State Street, Suite 310 Santa Barbara, CA 93105 Telephone: 805-898-0893