Erin McMann, CFP^®

CA License No. 0E53034

Phone: (949) 223-8203
Fax: (949) 223-8101
E-mail: erin.mcmann@tfgroup.com

Erin McMann has been a Financial Advisor with Tax & Financial Group since 2004. Her primary goal is to provide comprehensive estate and financial services to small business owners, physicians, and high net worth individuals. Erin believes that it is important to lay the foundation of any financial strategy by educating her clients so that they may make the correct sound decisions that are necessary to make their hopes and dreams a reality.

Erin received her Bachelor of Science degree in Business Administration with an emphasis on Financial Services from San Diego State University. Since then, she has achieved her series 7 and 66 registrations as well as her Life and Health Insurance license, as well as her variable life and annuity license. Erin is a Certified Financial Planner™ Practitioner (CFP^®). She is an Investment Advisor Representative of Securian Financial Services, Inc.

Previous to her position as a Financial Advisor, Erin was an intern with Tax & Financial Group for three years. During that time, she studied financial services at SDSU. She was both studying and gaining experience in financial services so that she could accomplish her life long dream of helping people become financially sound.

Erin serves on the board of the Ovarian Cancer Orange County Alliance. This group focuses on raising awareness for ovarian cancer. Ovarian cancer is the deadliest of the female reproductive cancers. They believe that raising awareness of this disease is the key to early diagnoses, which in turn is the key to survival.

Erin is also involved in other organizations. Last year, she served on the board of the Orange County Association of Insurance Financial Advisors (NAIFA-OC). She is also very committed to the American Society of Women Accountants (ASWA), Sheet Metal and Air Conditioning National Association (SMACNA), and National Association of Women Business Owners (NAWBO).