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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.

SMPhoto of Sean Mccloskey

Sean Mccloskey

Chief Executive Officer

23 reports

ABPhoto of Andy O ' Brien

Andy O ' Brien

Senior Vice President

18 reports

CTPhoto of Christine Tapia

Christine Tapia

Chief Operations Officer

1 report

AJPhoto of Andrew A. O'Brien Jd

Andrew A. O'Brien Jd

Senior Vice President

TKPhoto of Tae Kim

Tae Kim

Senior Vice President

Jobs at Tax & Financial Group

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