PRESS RELEASE / ANNOUNCEMENTS Friday, September 4, 2015

AmeriFlex(R) Financial Services Expands Team with Introduction of New Wealth Manager“>
Santa Barbara-based AmeriFlex® Financial Services announces the addition of its newest team member, Wealth Manager Brett Weichbrod. In his new role, Brett will support individuals and small businesses with asset management and retirement/income planning services under the and banners.
Brett is experienced in institutional investing and retirement planning. He spent over 6 years working for Pacific Investment Management Company (PIMCO), where he worked with institutional investors building fixed income portfolios and strategies. Prior to PIMCO, Brett worked with Canterbury Consulting, in Newport Beach, where he specialized in analyzing and providing recommendations within small corporate retirement plans and nonprofits. For the last 2 years, Brett has worked in the Santa Barbara market as a wealth manager.
“I enjoy bringing my analytical skills and understanding of the fixed income markets to those that are looking to build sound investment and retirement plans given the hurdles retirees and businesses face in today’s environment.” explains Brett.
AmeriFlex® CEO Tom Goodson is excited to welcome Brett to the team, “Brett comes to us with a diverse background in the financial services industry with a dedication to helping individuals as they approach retirement as well as the decumulation years.” says CEO Tom Goodson.
Brett earned his undergraduate degree from University of San Diego and his MBA, with an emphasis in finance, from Pepperdine University. Brett, a Santa Barbara native, and his wife stay active in many community organizations including Santa Barbara Young Professionals, Alpha Kappa Psi Business Fraternity Alumni Association, and Santa Barbara Junior League.
AmeriFlex® Financial Services is a privately owned firm founded in 1988 and is one of the largest and oldest financial planning firms in the greater Santa Barbara area. It’s team of Retirement Income Specialists and Financial Planners specializes in transitional events, which includes retirement, sale of a business, relocation, divorce, and death.


Deco Marketing Group
Follow me on Twitter @decomarketing

event calendar sponsored by:
Recent Comments