About Tax & Financial Group
Tax & Financial Group (TFG) is a comprehensive financial services firm headquartered in Newport Beach, CA, with additional offices in San Diego, CA, Colorado Springs, CO, Centennial, CO, San Antonio, TX, and Honolulu, HI. Established in 1970, TFG is committed to helping clients achieve long-term financial security through customized financial planning, investment management, business planning, and insurance services. They serve a diverse clientele including individuals, families, business owners, executives, and professionals. TFG prides itself on a client-centric approach, leveraging a team of in-house specialists holding designations such as CFP®, CPA, JD, ABV, and CFA® to provide expertise tailored to unique financial situations. The firm focuses on growing, protecting, and conserving client wealth, emphasizing lifetime guidance, personalized service, and trust through accountability. Tax & Financial Group operates independently, offering securities through Cetera Advisor Networks LLC and advisory services through Cetera Investment Advisers LLC.
Website: https://www.tfgroup.com/
Founded: 1970
Employees: 110
Office Locations
- San Diego, CA
- Newport Beach, CA (Headquarters)
Accreditations & Certifications
- CFA®
- CFP®
- Other
Team Members
- Mai Nguyen, CERTIFIED FINANCIAL PLANNER
- Richard A Schiendler, FINANCIAL ADVISOR
- Anthony Hovorka, CERTIFIED FINANCIAL PLANNER
- Gemma Snell, FINANCIAL ADVISOR
- Jonathan Stouffer, WEALTH MANAGEMENT ADVISOR
- Amanda Pecot, FINANCIAL ADVISOR
- Bryan Azuma, FINANCIAL ADVISOR
- Bradley R Behrendt, FINANCIAL ADVISOR - Newport Beach, CA
- Will Kim, FINANCIAL ADVISOR
- Roy Kobatake, FINANCIAL ADVISOR