Contact: Jesse Kurrasch
Telephone: (702) 987-9732
Joan Rothenberg, CFP® partners with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, recently expanded its network of Transitional Wealth Planners. Specializing in helping individuals and small businesses achieve their financial goals, Joan Rothenberg, CFP® is operating under “The AmeriFlex Group®.”
Rothenberg says, “As my practice continues to grow and evolve, partnering with a locally based but nationally positioned group of planners is critical for my clients and me. The AmeriFlex Group® shares my commitment to a client-centric, planning-first approach. Now, when appropriate, I can lean into a group of 80+ dedicated and accredited advisors throughout the United States.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “Joan represents all-things-AmeriFlex – trustworthiness, dedication, professionalism, and commitment to client success. We look forward to Joan joining our Santa Barbara-based team of financial advisors.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners. Their proprietary initiative, SuccessionFlex is an innovative program aimed at mitigating some of the risk and uncertainty around succession planning for financial advisors.
# # #
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.