Finance

Hannah Buschbom | Financial Planner

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About: Hannah is a Partner and member of the Financial Planning team at AmeriFlex®. She noticed early-on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Wishing to continue her professional education and expand her knowledge base to better assist individuals experiencing transitional events, Hannah

worked to acquire the CERTIFIED FINANCIAL PLANNER (CFP®) certification. Hannah is a graduate of Westmont College, where she earned a Bachelor’s degree in Economics and Business. She holds FINRA series 7 and 66 securities licenses and has her California Life & Health insurance license.

Specialties: Hannah focuses on helping her clients navigate transitional events including divorce, sale of a home, sale of a business, retirement, and inheritance.

Quote: “My ultimate goal is to enable clients to be better educated, and in turn, to help them make confident and informed decisions.”

Connect: Contact Hannah at Hannah.Buschbom@AmeriFlex.com or at (805) 898-0893 for a confidential consultation today!


MEMBER SINCE SEPTEMBER 2017
 


3700 State Street, Suite 310, Santa Barbara, CA 93105 | (805) 898-0893 | Securities and Advisory services offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through Ameriflex Financial Services not affiliated with SagePoint Financial Inc. Additional services referenced are not provided by Sagepoint Financial. Listed Entities not affiliated.

Maria Vallejo-Meza | Financial Planning Assistant

AMERIFLEX FINANCIAL SERVICES | WWW.AMERIFLEX.COM
MARIA@AMERIFLEX.COM | (805) 280-1118

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About: Maria Vallejo-Meza has worked in the finance industry for 6+ years, after studying Business and Entrepreneurship at Santa Barbara City College’s Scheinfeld Center for Entrepreneurship & Innovation. Her experience includes 6+ years of Retirement Education and Retirement Plan Due Diligence. Maria also has 4+ years of experience with opening and servicing a broad range of financial accounts. More recently, Maria has been a part of the Financial Planning Team at AmeriFlex® and has gained experience in both

building and updating financial plans. She currently holds FINRA Series 6, 7 and 63 securities licenses as well as the RICP certification and is working on obtaining her Certified Financial Planner designation.

When asked what motivates her most about coming to work at AmeriFlex®, Maria responded "I love helping clients reach their financial goals and learn new strategies in the process. The opportunity to learn and implement this knowledge both professionally and personally is rewarding."

Specialties: Maria's specialties include Retirement Planning, Qualified Retirement Plan services and Education. As a fluent bilingual, she enjoys providing retirement planning guidance to both Spanish and English speakers.

Quote: “There is only one way to learn. It's through action. Everything you need to know you have learned through your journey.”- Paulo Coelho

Connect: Contact Maria at maria@ameriflex.com or at (805) 280-1118, or visit her website below!

MEMBER SINCE JANUARY 2019


Maria Vallejo-Meza is a registered assistant to Thomas Goodson who offers securities and advisory services through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through AmeriFlex® Financial Services, which is not affiliated with SagePoint Financial, Inc.