At TFG, we provide ongoing opportunities for learning and development through regular training sessions, workshops, and mentorship programs. We also encourage our team members to pursue relevant certifications and designations to enhance their knowledge and expertise.
The TFG Advantage
The TFG Advantage
Professional Development –
Reaching New Heights
We believe that investing in our team’s professional growth is not only beneficial to their personal and career development but also critical to our firm’s success. By staying current with the latest industry trends and best practices, we strive to provide our clients with the highest level of service and advice.
Through our commitment to professional growth, we aim to create a dynamic and supportive environment that empowers our team members to reach their full potential.
Support: Resources Built
for Growth
With TFG you have the chance to work independently while having access to all of
the dedicated support, resources, and history of a larger firm.
Support: Resources Built
for Growth
With TFG you have the chance to work independently while having access to all of
the dedicated support, resources, and history of a larger firm.
Financial & Business Planning
CFP®, CPA, JD, ABV and other specialists to support your Financial Planning efforts
Investment
Advisory
CFA® and other specialists to support your wealth management opportunities
Risk Management
Dedicated case design & proposal assistance
Marketing
Comprehensive Resources to Thrive & Grow
Information Technology
Personalized IT Assistance
Customer Service Team
Client Servicing & New Business Expertise
Compliance
Guidance to Operate Your Practice
Human Resources
Hiring & Development of the Talent Supporting Your Practice
Licensing
Facilitating licensing & contracting
Open Architecture of
Product Spread
As an independent organization, our financial professionals are not tied down to one line of products to offer to clients. TFG offers a broad range of products and services that allow you to make your recommendation based on what is best-suited for the client. This allows for greater choice and flexibility for clients, cost savings, and diversification.
Competitive Compensation
Our financial professionals have many opportunities to attend various recognition conferences and events throughout the year based on performance.
TFG Careers
Whether you are transitioning your career or transitioning your practice, we hope to be a resource for you. We look forward to the opportunity to get to know you further as well as you learning more about us.
TFG Careers
Whether you are transitioning your career or transitioning your practice, we hope to be a resource for you. We look forward to the opportunity to get to know you further as well as you learning more about us.
Make a Life
With Us.
Looking for a financial services firm that can help
build and protect your legacy?
Make a Life
With Us.
Looking for a financial services firm that can help build and protect your legacy?
© 2023 Tax & Financial Group All Rights Reserved
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. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. 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.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
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. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. 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.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.