Contact: Jesse Kurrasch
Telephone: (702) 987-9732
Boris Castillo, CFP®, CFA® partners with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners. Specializing in helping individuals and small businesses achieve their financial goals, Boris is operating under the name, “Amenity Wealth”.
Boris says, “helping individuals, families and business owners achieve their life and wealth strategy goals is my passion. I lead with a plan and help my clients navigate through their transitional planning challenges; retirement, sale or purchase of a home, sale or purchase of a business, and sadly, marriage dissolution and loss of a loved one. I then fortify the “plan” with my 25 + years of industry experience and educational achievements to produce the most PreferedOutcomes® for my clients. In addition to my practice, I now have a national team – The AmeriFlex Group – to plug into to further support my clients”.
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “Boris is a dedicated, client- centric advisor who is a true “planner first”. He brings a unique combination of education CERTIFIED FINANCIAL PLANNER™ (CFP®) and the much-coveted Charter Financial Analyst® (CFA®) professional designation achievements to each client engagement. We are proud to have such a dedicated and collaborative transitional wealth planner join The AmeriFlex Group.”
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732, by email at firstname.lastname@example.org or visit us at www.ameriflex.com.