Bob Bleier, CPFA®, Lisa Capizzi, CPA®, Chuck Constantino, Christine Lane, AIF®, Jessica Ferrindino, CFP®, CDFA®, Nicole Harding, CFP®, and Tonya Wester, AIF® partner 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, Bob Bleier, CPFA®, Lisa Capizzi, CPA,®, Chuck Constantino, Christine Lane, AIF®, Jessica Ferrindino, CFP®, CDFA®, Nicole Harding, CFP® and Tonya Wester, AIF® are operating under the name, “The Platinum Wealth Group.” 

Bleier says, “With this change, we are excited to be enhancing our client experience. In this ever-changing industry, we were looking for a partner that would continue to improve processes. With this move we can accomplish what we have set out to do – continue to place our clients first by offering best-in-class financial planning through an improved service offering.”

Capizzi adds, “The role of a financial advisor comes with immense responsibility, as it involves building and maintaining a trusted relationship with clients while ensuring their financial well-being. My decision to join forces with The AmeriFlex Group is a testament to their commitment to excellence, and their unwavering dedication to enhancing the client experience. This partnership not only adds depth to the services I offer but also opens doors to new opportunities that will benefit my clients’ financial wellbeing.”

Tom Goodson, President & CEO of The AmeriFlex Group® commented, “As planners first, Bob and his team represent everything that TAG stands for – helping families plan for their futures. We are excited to welcome The Platinum Wealth Group to TAG in the Rochester and Pittsford area of New York, and are honored that they have chosen to partner with us.”