Tax & Financial Group

Tax & Financial Group Tax & Financial Group is independent of Cetera. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 4080944), member FINRA/SIPC. 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. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

We couldn't be happier that Amanda Whitney, AIF®, CDFA® joined our firm. She's been a great addition to our team and cul...
06/02/2026

We couldn't be happier that Amanda Whitney, AIF®, CDFA® joined our firm. She's been a great addition to our team and culture. Congratulations & we're excited for what's ahead!

Proud to recognize our advisors who recently attended EIP in Chicago. This opportunity was earned through consistent har...
05/20/2026

Proud to recognize our advisors who recently attended EIP in Chicago. This opportunity was earned through consistent hard work, dedication, and results over time. This group continues to demonstrate what’s possible through focus, persistence, and teamwork. Congratulations!

TFG had a great time celebrating Earth Day last Wednesday, cleaning the local beach and contributing to a local non prof...
04/24/2026

TFG had a great time celebrating Earth Day last Wednesday, cleaning the local beach and contributing to a local non profit!

A big thank you to all our guests and speakers for making the TFG Q2 Meeting a day full of insights, knowledge, and an e...
04/21/2026

A big thank you to all our guests and speakers for making the TFG Q2 Meeting a day full of insights, knowledge, and an enjoyable time together. It was a fantastic day spent with a talented group of TFG team members and colleagues!

Celebrating an incredible group of advisors! Our TFG Advisors recently spent time in the Bahamas at an international con...
03/20/2026

Celebrating an incredible group of advisors! Our TFG Advisors recently spent time in the Bahamas at an international conference - an opportunity earned through their outstanding dedication throughout 2025.

It was a week filled with learning, connection, and well-deserved time together. We’re so proud of the advisors who represented our firm and grateful for the impact they continue to make every day.

It’s been wonderful seeing so many posts recognizing International Women’s Day.At TFG, we want to take a moment to celeb...
03/09/2026

It’s been wonderful seeing so many posts recognizing International Women’s Day.

At TFG, we want to take a moment to celebrate the incredible women in our office whose dedication, talent, and leadership make a meaningful impact every day. They help create the supportive culture that defines our firm, and we’re grateful for the example they set through their work and collaboration.

Thank you for everything you do to strengthen our team and our community.

In recognition of Employee Appreciation Day, we hosted a breakfast this morning to celebrate the incredible team that ke...
03/07/2026

In recognition of Employee Appreciation Day, we hosted a breakfast this morning to celebrate the incredible team that keeps our office running every day.

We also handed out flowers to recognize all that this team does to help our office bloom. 🌼 Thank you to our amazing TFG Employee team for your hard work and dedication - we are grateful for all that you do!

February is all about connection and we’re lucky to work with such an incredible team. Here’s a little behind-the-scenes...
02/12/2026

February is all about connection and we’re lucky to work with such an incredible team. Here’s a little behind-the-scenes peak at our latest All Company Photo ❤️

Last week, we wrapped up January on a high note with our 2026 Kickoff Meeting. It was a great day filled with insight, c...
02/06/2026

Last week, we wrapped up January on a high note with our 2026 Kickoff Meeting. It was a great day filled with insight, collaboration, and momentum and we’re grateful to all of our guests and speakers who helped make it such a success. Looking forward to what’s ahead in 2026.

Thank you to the Newport Beach Chamber of Commerce of commerce for honoring our new headquarters with a Ribbon Cutting ...
02/05/2026

Thank you to the Newport Beach Chamber of Commerce of commerce for honoring our new headquarters with a Ribbon Cutting Ceremony last week. We were grateful to celebrate alongside our TFG family and appreciate the Chamber’s help in highlighting such a special moment.

Address

4695 MacArthur Court, 10th Floor
Newport Beach, CA
92660

Telephone

+19492238100

Website

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