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Elisabeth Mays

Advisor at The AmeriFlex Group

Updated today
The AmeriFlex Group logo

Firm

The AmeriFlex Group

Location

Fairfield, CA

Credentials

Series 63

Industry experience

26 years

About

Elisabeth Mays is a financial advisor at The AmeriFlex Group with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including Cambridge Investment Research, OSAIC, Securities America, and HUB International. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Client services

Based on The AmeriFlex Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on The AmeriFlex Group

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy

Occupation focus

Based on The AmeriFlex Group

Founder/Business Owner Retired Executive

Fee options

Fixed

Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.

Commissions

Certain Investment Advisor Representatives are registered representatives of Cambridge Investment Research, Inc. and may receive commissions, trails, and other compensation from securities sales.

Project-based

Hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Other

Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services; hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.

Location

Fairfield, CA

Most active in

California

Work history

The Ameriflex Group

2025 - Present (1 year)

Cambridge Investment Research, Inc.

2025 - Present (1 year)

OSAIC

2024 - 2025 (1 year)

SECURITIES AMERICA, inc.

2022 - 2024 (2 years)

Securities America Advisors

2022 - 2024 (2 years)

HUB International

2017 - 2022 (5 years)

Elisabeth Mays Consulting

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Arnie C

CFP®, EA

Vallejo, CA

Achievable Wealth, LLC

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at arnie@achievablewealthfp.com—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Doctor or Medical Professional Military & Veterans
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Patrick B

CFA®, Series 63

Napa, CA

Brennan Asset Management

Options & derivatives strategies Concentrated stock management Private / alternative investments
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John L

CFP®

Napa, CA

John H. Liles, CFP

Passive / index investing Active portfolio management General retirement planning Cash flow / budgeting
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Amir H

Series 66

Vacaville, CA

Integrative Financial Strategies

Retirement income strategy Annuities College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Founder/Business Owner
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Thomas P

CFP®, CFA®, Series 63

Vallejo, CA

Porta Investment Management

Retirement income strategy Income planning Wealth management Passive / index investing Concentrated stock management
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Eva S

CFP®

Napa, CA

Soares Financial, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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