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’re proud to celebrate four TFG associates who served as speakers at the 2026 Cetera Connect2Peers Conference in Utah ...
08/12/2026

We’re proud to celebrate four TFG associates who served as speakers at the 2026 Cetera Connect2Peers Conference in Utah last week, sharing their expertise with advisors from across the country.

🎤 Sacha Mackels and Amanda Whitney presented on building meaningful client relationships through comprehensive financial planning.

🎤 Nate Crowther shared insights on navigating change in the financial services profession.

🎤 Andy O’Brien joined a featured panel on risk management strategies.

We’re proud of their commitment to professional excellence and collaboration.

Click Here to Read More: https://www.tfgroup.com/tax-financial-group-advisors-share-expertise-at-cetera-connect2peers-conference/

Last week, TFG hosted our Investment Symposium, bringing together advisors and industry leaders for a day of learning, c...
08/05/2026

Last week, TFG hosted our Investment Symposium, bringing together advisors and industry leaders for a day of learning, collaboration, and valuable insights.

One of the highlights was hearing from TFG Experienced Advisor Mike Gabrielian, CFP®, CLU who shared his perspective on practice management, building lasting client relationships, and making the most of firm resources to better serve clients.

We were also grateful to welcome guest speakers from some of our trusted industry partners, including Cetera, StepStone, Russell Investments, and TriState Capital Bank, who provided timely market insights and investment perspectives.

Thank you to everyone who participated and helped make this year's symposium a success

We're thrilled to have our TFG Summer Externs with us! It's been exciting to watch them dive into the industry, gain han...
07/14/2026

We're thrilled to have our TFG Summer Externs with us! It's been exciting to watch them dive into the industry, gain hands on experience, and continue learning. Their curiosity, enthusiasm, and positive energy have made a wonderful impact around the office, and we're grateful to have them as part of the team this Summer.

Our TFGives crew had an amazing time supporting the 2026 Walk the Farm event at Tanaka Farms!A huge thank you to everyon...
06/29/2026

Our TFGives crew had an amazing time supporting the 2026 Walk the Farm event at Tanaka Farms!

A huge thank you to everyone who participated, volunteered, and helped make the day such a success. We’re also grateful to the event organizers for putting together such a fun and meaningful event in support of a truly great cause.

We love being part of opportunities that bring our community together and make a positive impact. Thank you to everyone who joined us!

Let the Summer begin! ☀️
06/22/2026

Let the Summer begin! ☀️

Good friends getting together at Cetera's COE
06/18/2026

Good friends getting together at Cetera's COE

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!

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

Telephone

+19492238100

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