Las Vegas, NV (Sept. 23, 2021) – The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced that three Southern California-based wealth management practices joined its network of transitional wealth planners, laying the groundwork for further growth and future succession opportunities.
The practices include five financial advisors that collectively oversee over $507 million in client assets, bringing The AmeriFlex Group’s total assets under administration to more than $4 billion. This expansion builds on the AmeriFlex Group’s recent momentum in Southern California and the western United States.
Thomas Goodson, President & CEO of The AmeriFlex Group, said, “Our commitment to putting planning first continues to attract incredibly talented, experienced and client-focused professionals to our platform.”
- Jim Lingelbach and Ciano Villaquiran – CURO Financial and Insurance Solutions – La Jolla, Calif. – $220 million in client assets
Lingelbach and Villaquiran co-lead the financial and transitional wealth planning firm, which, in addition to them, includes three support staff. After an exhaustive search for the right partner, the CURO team choose to affiliate with The AmeriFlex Group for its planning first philosophy and hybrid-RIA model.
- Joe Lutz and John Lutz – Lutz Wealth Advisors – La Mesa, Calif. – $185 million in client assets
Son and father team Joe and John Lutz provide transitional wealth management to pre-retirees and retirees throughout the San Diego region. They chose to move forward with The AmeriFlex Group to leverage the experience of the extensive network of transitional wealth management professionals across the western United States.
- Scott Chelberg – Retirement Solutions Inc. – Carlsbad, Calif. – $102 million in client assets
For over 30 years, Mr. Chelberg has helped clients lay the groundwork for a comfortable and sustainable retirement through comprehensive wealth management, retirement planning and investment management services. The focus on planning first drew Mr. Chelberg and his team to join the AmeriFlex Group.
Each of these advisors is a registered representative of SagePoint under The AmeriFlex Group’s supervision and an investment advisory representative on The AmeriFlex Group’s RIA. Each group will continue to operate using their previous brand and names.
Mr. Goodson concluded, “There is a growing desire in our industry for a strong community that provides continuity and opportunity for meaningful succession planning. As a firm built upon a broad advisor ownership model, we don’t view these advisors joining our team as a recruitment win. Rather we see this association as an opportunity to continue to grow our network of partner-advisors across Southern California. We are pleased to expand our engagement with these practices and provide a strong foundation for them to continue to flourish.”
About The AmeriFlex Group:
The AmeriFlex Group® is recognized as The Home for Hybrids® – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members and partners. Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF. 8485 W Sunset Road, Suite 204, Las Vegas, NV 89113
Haven Tower Group
Andrew Wang/ Donald C. Cutler
[email protected]/ [email protected]