Fullerton, CA Office
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The AmeriFlex Group
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About
The AmeriFlex Group is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), corporations, and retirement plans through a network of advisory affiliates and 172 investment adviser representatives. The firm provides portfolio management, financial planning, third‑party money manager selection and monitoring, and retirement plan consulting, and offers both wrap and non‑wrap solutions including Cambridge’s CMAP and the WealthPort wrap programs.
AmeriFlex customizes advice to each client’s profile and delivers strategies through model asset allocations, CAAP and UMA sleeves, and discretionary or non‑discretionary manager relationships; individual IARs negotiate client fee schedules and may rebalance accounts periodically. Client accounts are custodied at multiple custodians (NFS, Pershing, Schwab, Fidelity) and the firm conducts ongoing monitoring with at least annual reviews for most managed accounts.
Noteworthy aspects disclosed in the firm brochure include a minority ownership interest by Cambridge Investment Group, operational integration with Cambridge platforms (CMAP, WealthPort), and that many IARs are dually registered as representatives of Cambridge, with an affiliate broker‑dealer (AmeriFlex Group Securities, Inc.) used to receive commission compensation generated through Cambridge. The firm also discloses incentive arrangements—such as Cambridge’s new‑asset incentives (including forgivable loan arrangements) and an AssetMark marketing support agreement and credit line—which create financial incentives to direct assets to sponsored programs and are addressed through its compliance policies and client disclosures.
Based on The AmeriFlex Group
Location
2244 N. State College Blvd.
Fullerton CA 92831
Advisors at this office
4
Advisors at this office
Jonathan W
CFP®, Series 66
Fullerton, CA
The AmeriFlex Group
Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. 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 and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.
Leah B
Series 63, Series 65
Fullerton, CA
The AmeriFlex Group
Leah Belfiore is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including 14 years at Great Pacific Securities. Belfiore serves as a volunteer board member for the Rancho Bel Air Property Owner's Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Timothy R
CFP®, Series 63, Series 66
Fullerton, CA
The AmeriFlex Group
Timothy Redmond is a CFP® professional with 39 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at multiple firms including Cambridge Investment Research, Sagepoint Financial, and Girard Securities. Outside of advisory work, he is involved as a managing member of a real estate entity, Chartwell Gardens, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via multiple managed account platforms and ongoing account monitoring.
Daniel C
CFP®, Series 66
Fullerton, CA
The AmeriFlex Group
Daniel Campbell is a CFP® with 15 years of industry experience, currently affiliated with The AmeriFlex Group in Fullerton, CA. He has worked at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and the Independent Financial Group. Campbell is also president of DC Wealth Advisors, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.
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