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Peter Neale
Financial Advisor
Phone: (949) 223-8346 Peter specializes in helping individuals, families, and business owners reach their financial goals through business planning, estate, and retirement strategies. Peter works with various teams of specialists at Tax and Financial Group (TFG) in multiple areas of expertise to provide the most comprehensive strategies available. A graduate from California State University of Fullerton, Peter received his Bachelor of Arts in Business Administration, with an emphasis in Finance. Peter is a Registered Representative and an Investment Adivisor Representative with Securian Financial Services, Inc., member FINRA/SIPC. Peter holds both the 7 and 66 securities registrations. He is committed to several associations including those in the entertainment and design software industry. One of Peter’s proudest achievements was living abroad in Nagoya, Japan where he taught English for three years and learned Japanese. Peter resides in Temecula and has a passion for traveling and meeting new people and discovering different cultures. He fills any free time he has with surfing, fishing, exercising and hiking. 
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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
Copyright 2012 Tax & Financial Group, Securian Financial Network. All Rights Reserved.