AmeriFlex® Financial Services,a Santa Barbara-based Wealth Management and Financial Planning Services Firm, announces the addition of its newest team member, Maria Vallejo-Meza.
Ms. Vallejo-Meza joins AmeriFlex® as the newest member of the Operations Team, supporting the Retirement and Planning Department. Prior to joining AmeriFlex®, she led an operations team specializing in Retirement Education and Retirement Plan Due Diligence. With this experience, Ms. Vallejo-Meza understands challenges people face when preparing for retirement.
When asked about her new role with AmeriFlex®, Ms. Vallejo-Meza stated “I am excited to add value to AmeriFlex® with my strong work ethic and experience in the financial services industry.” Ms. Vallejo-Meza is a long time Santa Barbara native and currently resides in the local area with her husband. She obtained an Associate of Arts degree from the Santa Barbara City College’s Scheinfeld Center for Entrepreneurship & Innovation.
Founded in 1988, AmeriFlex® Financial Services is a privately owned financial services firm based in Santa Barbara, California. Its team of professionals provide financial confidence to businesses, nonprofit organizations, families and individuals.