Stephanie Shafer CFP®, ChFC® - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

Stephanie can be reached at:

Email: [email protected]
Direct Line: (725) 331-2231

Stephanie began her career as an Investment Assistant with New England Securities in 2004. She was hired at SunAmerica Securities in 2005 to build out their first employee advisor model. From there she moved into a recruiting role for SagePoint Financial, and eventually moved to transitions where she found rewarding work in helping financial professionals move their businesses. She left for a year, working with the AmeriFlex team in Scottsdale, Arizona in 2016, but returned to the back office managing the transitions team for the 4 Advisor Group BDs until March 2024. A seasoned professional, she holds FINRA Series 7, 24, 4, 53 and 66 licenses, and Arizona life license along with Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Her extensive industry knowledge and passion for helping financial professionals make her an invaluable asset to the team. Outside of her career, Stephanie enjoys reading and traveling, and spending down time with her cat, Maddie and 3-legged dog brother Jack.

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CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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