Hannah can be reached at:
Email: [email protected]
Direct Line: 805-770-1356
Hannah Buschbom CFP®, CDFA™, CFF® is a Wealth Advisor at The AmeriFlex Group. She has over a decade of experience working in the financial services industry. Her specialty is working with people, especially women, during a significant life transition, such as retirement, sale of a business or real estate, change in marital status, or loss of a loved one.
She enjoys engaging clients cooperatively, to develop creative solutions to their often-complex scenarios together. This method, she says, leads to their preferred outcome– “My ultimate goal is to enable clients to be better educated, and in turn to make confident and informed decisions.”
In her search for connections to educate and serve her clients better, Hannah noticed a lack of a centralized way for women to establish and strengthen powerful relationships with other women business leaders in their communities. By Co-Founding The W Source, she helps female professionals tackle this challenge by providing a way for them to connect, engage, and grow their professional networks.
Hannah holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Also, Hannah noticed early on in her career that those grappling with the complexities of divorce settlements could benefit from the help of a specialized, trusted advisor. Wanting to fill this void, she pursued and obtained her Certified Divorce Financial Analyst Designation®. Finally, wanting to provide the highest standard of care for clients, she holds the Certified Financial Fiduciary (CFF®) designation.
As a featured speaker, Hannah frequently shares her expertise with other female professionals. She has contributed to Barron’s Magazine, Financial Advisor magazine, Investment News, Financial Planning Magazine, and Wealth Management.com.
In 2019, Hannah was named “Grassroots Champion of the Year”* by Financial Services Institute (FSI). FSI advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. The award is given at the discretion of FSI.
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Birthplace: Mission Viejo, CA
Favorite childhood memory: My parents are both professors, so my favorite childhood memory was traveling around the world with my family.
Passions: I have a passion for helping others. In the past, I have spent much of my volunteer efforts with Team in Training, a sports endurance team that benefits the Leukemia & Lymphoma Society, the Junior League of Santa Barbara, and served on the board of a local dog shelter.
Hobbies: I still love to travel, now mostly with my husband. We always come back with a new recipe to try. We love to host dinner parties featuring a unique recipe or food.
Personal life: In August of 2014, I married my best friend, Brett Buschbom in the US Virgin Islands. We enjoy spending time with our rescue dogs, Lily and Bo!
Favorite quote: “There’s nothing to fear but fear itself … and spiders.” – Unknown