Mandy Haack

Investment Specialist

Phone: (949) 223-8280
Fax: (949) 223-8101
E-mail:

Mandy is an Investment Specialist at Tax and Financial Group (TFG). As part of the Investment Team, Mandy executes trades and assists in researching various strategies and options for helping our clients reach their investment objectives. She is also responsible for coordinating client account information, determining account status, securing forms, facilitating account changes and openings as well as transfers. To help keep our specialists up to date of information that may impact investment strategies, Mandy tracks current events and news related to the financial services industry, stock market and other associated issues.

Mandy graduated from California State University, Long Beach with honors earning a Bachelor of Science in Business Administration with a concentration in Financial Management.  Mandy holds both the Series 7 and 66 Securities Registrations. She is a Registered Representative and an Investment Advisor Representative with Securian Financial Services, Inc. member FINRA/SIPC.

In her free time, Mandy supports many local charities including the American Red Cross and the Make-A-Wish Foundation. She also enjoys reading and sailing. Mandy grew up in the greater San Diego area and currently resides in Huntington Beach, CA.