# Tax & Financial Group
Source: https://planprovider.pro/provider/tax-and-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…

Retirement Plan Advisor

Newport Beach, CA

## 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/](https://www.tfgroup.com/)

Founded: 1970

Employees: 110

## Office Locations

- San Diego, CA

- Newport Beach, CA (Headquarters)

## Accreditations & Certifications

- CFP®

- Other

- CFA®

## Team Members

- **Bradley R Behrendt**, FINANCIAL ADVISOR - Newport Beach, CA

- **Neddie Bokosky**, CERTIFIED FINANCIAL PLANNER

- **Anthony Hovorka**, CERTIFIED FINANCIAL PLANNER

- **Brandon Kepley**, FINANCIAL ADVISOR

- **Will Kim**, FINANCIAL ADVISOR

- **Roy Kobatake**, FINANCIAL ADVISOR

- **Colin McCoy**, FINANCIAL ADVISOR

- **Erin MacNeill**, CERTIFIED FINANCIAL PLANNER

- **Brian McNulty**, WEALTH MANAGEMENT ADVISOR

- **John Miller**, WEALTH MANAGEMENT ADVISOR

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