Monarch Wealth - AmeriFlex.com

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Monarch Wealthameriflex2025-10-13T21:11:46+00:00

MONARCH WEALTH & RETIREMENT STRATEGIES

Contact Us

Web Site:
www.monarchwealth.com

Phone:
(855) 529-4015

Email Us:
info@monarchwealth.com

Calabasas Office

Address:

26565 West Agoura Road
Suite 200
Calabasas, CA 91302

Staff:

Shawn McElderry, Certified Financial Fiduciary®, BFA™
CEO & Founder/ Wealth Manager
855-529-4015
shawn.mcelderry@monarchwealth.com

Kyle Saenz
Certified Financial Fiduciary®, BFA™
Wealth Manager
310-321-4022
kyle.saenz@monarchwealth.com

Julia Andrews, Certified Financial Fiduciary®, BFA™
Wealth Manger
619-573-7562
Julia.andrews@monarchwealth.com

San Diego Office

Address:

16008 Caminito De Las Noches
San Diego, CA 92128

Staff:

Kelsey Anderson, Certified Financial Planner®, Certified Financial Fiduciary®
Wealth Manger
970-290-3750
kelsey@monarchwealth.com

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

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, TX, TX, UT, VT, VI, VA, WA, WV, WI, WY. 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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