Brian McNulty, CLU<SUP>®</SUP>, ChFC<SUP>®</SUP>

Brian McNulty, CLU®, ChFC®

Managing Partner
CA Insurance License No. 0702063

Phone: (949) 223-8320
Fax: (949) 223-8101
E-mail:

Brian is a Managing Partner at Tax & Financial Group and has been in the financial services industry for 30 years. 

Prior to joining Tax and Financial Group, Brian was the Managing Director at Sagemark Consulting Lincoln Financial Group of Southern California. Brian is insurance licensed, holds his series 7 securities registration, series 24, and has achieved both the CLU® and ChFC® designations. He is a Registered Representative and Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC. 
 
Advisory Services Overview:
Brian works with financially successful individuals who want to be the best possible steward of their wealth. He uses a comprehensive process that addresses:
  • Insurance
  • Investments
  • Liability Issues
  • Qualified Retirement Plan/IRA Issues
  • Stock Options
  • Business Succession Planning
  • Charitable Gifting During Life
  • Charitable at Death Issues
  • Distribution of Wealth at Death Issues
Why People Hire Brian: 
Comprehensive holistic approach to Financial Planning*
Proactive approach to taking action
 
Advisor Coaching Overview:
Brian provides coaching to advisors at Tax and Financial Group that focuses on impacting their practice to a higher level of productivity and service. To learn more about Brian’s coaching techniques please read:

The Tax & Financial Group Solution.

 

 
 

 

* Financial Planning Services offered through Securian Financial Services, Inc.  a Registered Investment Advisor.  Tax & Financial Group, an affiliate of Securian, is independently operated.