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
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.