Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise.  TFG provides a wide range of financial services in the following areas: 

Financial Planning 
Investment Management  
Business Planning 
Insurance Services 

 

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.

Insurance

Investment Management

Tax & Financial Group

Tax & Financial Group's headquarters in Newport Beach, CA, United States

The Financial Planning and Advisory team at Tax & Financial Group (TFG) specializes in creating tailored financial plans to help clients achieve long-term financial security. This team is responsible for assessing clients' financial situations, developing strategic plans, providing investment advice, and offering guidance on wealth management, retirement planning, and tax-efficient strategies. Their expertise ensures that clients receive personalized, comprehensive advice to grow, protect, and conserve their wealth.

Financial Planning and Advisory

The Accounting and Finance team at Tax & Financial Group is responsible for managing and overseeing the financial operations of the company. This includes preparing and analyzing financial statements, handling tax planning and compliance, conducting financial reporting and audits, and providing support for investment management activities. Their expertise ensures accurate financial records and advises on strategic financial decisions to support the wealth growth and protection goals of TFG's clients.

Accounting and Finance

The Leadership Team at Tax & Financial Group is responsible for setting the strategic direction, overseeing operations, and ensuring the delivery of exceptional personalized service across all financial services offered. Comprised of senior executives including the Chief Executive Officer, Chief Operations Officer, and Senior Vice Presidents, this team drives the company's mission to help clients achieve long-term financial security through tailored financial planning, investment management, business planning, and insurance services.

Leadership Team

The Administrative Support Team at Tax & Financial Group (TFG) provides essential administrative and organizational support to the firm's executives and managing partners. They are responsible for managing schedules, coordinating meetings, preparing documents, and facilitating communication within the company. This team ensures smooth day-to-day operations and helps maintain the high level of service and efficiency that TFG is known for.

Administrative Support Team

The Business Operations team at Tax & Financial Group is responsible for streamlining and optimizing all internal processes to ensure efficient service delivery. This team manages client accounts, oversees new business cases, and handles operational tasks to support the firm’s various financial services. Their goal is to enhance the overall client experience by ensuring smooth operational workflow and effective communication across departments.

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People (12)

Jobs (0)

Other teams

Accounting and Finance

Leadership Team

Administrative Support Team

Business Operations

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People (12)

Jobs (0)

Other teams

Accounting and Finance

Leadership Team

Administrative Support Team

Business Operations

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