Tax & Financial Group jobs and careers
Newport Beach, CA, United States
About Tax & Financial Group
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.
- Employees
- 125
- Headquarters
- Newport Beach
Leadership
The top of Tax & Financial Group's org chart, with how many people report into each leader.
Sean Mccloskey
Chief Executive Officer
23 reports
Andy O ' Brien
Senior Vice President
18 reports
Christine Tapia
Chief Operations Officer
1 report
Andrew A. O'Brien Jd
Senior Vice President
Tae Kim
Senior Vice President
Jobs at Tax & Financial Group
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