THE AMERIFLEX GROUP | WWW.AMERIFLEX.COM
HANNAH@AMERIFLEX.COM | (805) 770-1356
About: Hannah Buschbom CFP®, CDFA™, CFF® is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.
She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”
In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.
Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah 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®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary designation.
As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.
In 2019, Hannah was named “Grassroots Champion of the Year” by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.
Specialties: Hannah focuses on helping her clients navigate transitional events including divorce, sale of a home, sale of a business, retirement, and inheritance.
Quote: “We can't direct the wind, but we can always adjust the sails.” — Unknown
Connect: Contact Hannah at Hannah@AmeriFlex.com or at (805) 770-1356 for a confidential consultation today!
MEMBER SINCE SEPTEMBER 2017
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Insurance is offered independent of Osaic Wealth, Inc.