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Meet Your Financial Advisors at The Ameriflex Group

Meet the Team

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Rylan Rozell

MBA, CFP®, CFF®

Wealth Manager

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Liliana Falconer

Operations Manager

Meet the Team

rylan rozell thumbnail

Rylan Rozell

MBA, CFP® , CDFA®, CFF®

Wealth Manager

Rylan Rozell is one of the founders of The Ameriflex Group. He has a passion to help others holistically achieve their financial goals for every area and stage of life by maximizing their wealth, minimizing expenses and moving them toward financial freedom. He founded the company in December 2009 to provide impartial

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liliana falconer

Liliana Falconer

COO

Liliana Falconer has spent over a decade in the financial services industry, from supporting the back-end operations of a local Broker Dealer and RIA to managing the trade desk and opening new accounts, Lilian’s extensive and diverse experience in the industry has equipped her to be incredibly knowledgeable and a dynamic

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2008 21st Street, Suite 100
Bakersfield, CA 93301
(661) 347-1211
[email protected]

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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.  Insurance offered through Rozell Insurance Solutions and is not affiliated with Osaic Wealth, Inc.

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Rylan Rozell MBA, CFP® , CDFA®, CFF®

Wealth Manager

Rylan Rozell is one of the founders of The Ameriflex Group. He has a passion to help others holistically achieve their financial goals for every area and stage of life by maximizing their wealth, minimizing expenses and moving them toward financial freedom. He founded the company in December 2009 to provide impartial, product-agnostic, customized financial advice based upon a comprehensive planning approach that integrates all aspects of investment, insurance, tax, income and estate concerns into a coordinated plan. He places an emphasis on serving individuals going through a major transitional life event such as retirement, divorce, the death of a spouse or the selling of a business. Rylan has his MBA, and the designations of Certified Financial Planner ™ (CFP®) and Certified Financial Fiduciary (CFF®).

He is also duly licensed in real estate and has owned and operated both real estate brokerage and property management firms. This gives him a unique understanding as an advisor because property assets are often a large part of a person’s financial portfolio.

Rylan is married with three daughters. He is an accomplished bass guitarist and has opened for several well-known Country and Christian recording artists. He is a lover of the outdoors and frequently competes in triathlons, including Ironman events.

Liliana Falconer

COO

Liliana Falconer has spent over a decade in the financial services industry, from supporting the back-end operations of a local Broker Dealer and RIA to managing the trade desk and opening new accounts, Lilian’s extensive and diverse experience in the industry has equipped her to be incredibly knowledgeable and a dynamic asset to our team.

As the Operations Manager, she is responsible for opening and maintaining client accounts, compliance management, maintaining all client profiles, and assists with corporate planning and financial projections.

While ensuring a high level of accuracy and exceptional customer service, Lilian is determined to deliver on our service promise to the clients we serve with every interaction.

Liliana is married with one daughter. She enjoys spending summers camping and winters snowboarding with family and friends.