Lance D. Rubachko, CLU®, ChFC®CA License No. 634529
Phone: (949) 223-8333 Lance has been in the financial services industry for more than 25 years. His practice is primarily focused on business planning and financial strategies for small business owners, corporate executives, and high net worth individuals. An active business leader, Lance is committed to giving back to the industry and his community. He has been recognized for his achievements by both national and local associations of financial professionals. Additionally, he is frequently asked to share his insight on advanced strategies to others in the industry. And for the fourteenth year in a row, he is involved in the Orange County and Inland Empire Make-A-Wish Foundation’s golf tournament which raises close to $100,000 each year for terminally ill children. ![]()
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4001 MacArthur Blvd., 3rd Floor Phone: |

Tax & Financial Group is independently operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Tax & Financial Group, 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA, 92660
(949) 223-8100 or Toll Free (800) 373-2177
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