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Rylan R

CFP®, Series 66

Bakersfield, CA

The AmeriFlex Group

Rylan Rozell is a CFP® with 17 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and Liberty Partners Financial Services. Outside of financial advising, he owns several businesses in logistics, insurance solutions, marketing, construction, and real estate. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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