SUMMERLIN WEALTH MANAGEMENT TEAM
Contact Us Now
Address:
1180 N. Town Center Dr.
Suite 100
Las Vegas, NV 89144
Phone:
(702) 945-2760
Or have one of our representatives contact you.
MEET THE WEALTH MANAGEMENT TEAM
Michael Sutfin
CA Insurance Lic: #0A81803
Wealth Manager
Michael can be reached at:
Email: [email protected]
Direct Line: 714-394-8301
Mike began his career at PaineWebber and left his position at Wells Fargo Advisors after 17 years to join the AmeriFlex® Team. Mike has dedicated over 31 years to adding structure to savings and investment planning. He uses his extensive personal and professional experience in all areas of investment planning to help clients specify clear goals, develop a detailed plan, then implement and monitor that plan on an ongoing basis. Mike offers all aspects of financial services specializing in Retirement and Investment Planning.
When asked why he choose AmeriFlex®, Mike responded that “I joined the AmeriFlex® Team after careful consideration and research. It was an easy decision once I came to know the people and the processes they offer.”.
Birthplace: Born and raised in the OC
Favorite childhood memory: Surfing in Huntington Beach. Just as the sun came up a dolphin jumped high out of the water and with the sun reflecting off it, the dolphin turned a glistening golden color.
Hobbies: I love sports. As a teen I began surfing. In my 30’s I ran marathons, played in softball leagues and recently I’ve taken up golf.
Passions: I have always had a passion for the markets ever since reading books as a teenager about Wall Street. My newest passion is golf; A sometimes frustrating game until you hit that amazing shot!
Family Life: My wife and I enjoy hanging out with our friends and their children. We visit our two adult children in San Diego when time permits.
Favorite quote: “If you want to make God laugh, just tell him your plans.” ~Anonymous
Charlton Simons
CA Insurance Lic: 0M47984
Investment Advisor
Charlton can be reached at:
Email: [email protected]
Direct Line: 702-945-2782
Mr. Simons specializes in retirement planning and investment planning. He designs retirement plans and investment advice solutions specific to each client’s financial situation. Prior to joining AmeriFlex®, Mr. Simons spent 24 years as a Financial Advisor at a Credit Union in Las Vegas. Mr. Simons previously worked with educators to reach their financial goals and is now looking forward to expanding his business to all professionals and those in need of help reaching their financial goals.
Mr. Simons earned his Bachelor’s degree from BYU, where he majored in Family Financial Planning. Mr. Simons holds the following FINRA securities licenses: Series, S24, S7, S65, S63, S22, S6 in addition to his Nevada and California Life Insurance licenses.
Birthplace: Long Beach, CA
Hobbies: Golf
Passions: I love music and spending time with family.
Family life: Provide a helping hand to my 5 children and 3 grandchildren whenever possible.
Favorite quote: “Life can only be understood backwards; but must lived forwards…”
– Unknown