8/13/24 Santa Barbara, CA
The AmeriFlex Group, a national wealth advisory firm with deep roots in the greater Santa Barbara area, announced the addition of a new team member – Daniela Dunne. Daniela, a graduate of UCSB with a Bachelor of Arts in Economics, is a dedicated professional and will join the existing AmeriFlex Team to locally collaborate with the following Santa Barbara team members:
• Hannah Buschbom, CFP®, CPWA®, CDFA™, CFF®
• Diana Heu, MBA
• Tamrin Razo, FPQP®
• Natalie White, WMCP®
• and Joan Rothenberg, CFP® Emeritus Advisor
The AmeriFlex Group, with corporate offices in Santa Barbara, California; Las Vegas, Nevada; and Tampa, Florida, has over 200 affiliated Transitional Wealth Planners nationwide. The firm provides support to partner advisors focused on High Net Worth and Family Office services.
Hannah Buschbom, resident Transitional Wealth Planner, and West Coast team leader, commented, “Daniela’s empathetic nature and strong work ethic, honed through her experience working at one of our partner firms, will be a tremendous asset to our team ability to address client needs.”
The AmeriFlex Group, with a firmwide asset pool of $13 billion to date, recently completed the acquisition of a local Santa Barbara advisor’s financial practice. Hannah continued, “As we grow our relationships with individuals and families facing significant financial and emotional life changes, the addition of Daniela to our team ensures we can continue providing the specialized goals-based service we’ve been known for locally since 1988.”
