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.”
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.