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SENIOR VICE PRESIDENT

Andy O’Brien

CA License No. 0M96078
JD, CFP®, CLU

Andy O’Brien* is a Managing Partner at Tax & Financial Group. Andy provides expert guidance related to our clients in the areas of personal financial planning, complex estate planning, business succession planning, and executive compensation strategies.

Andy is passionate about helping clients navigate the wide variety of circumstances to make the best decision for their particular situation. It starts with taking the time to fully understand the client’s goals and their true objectives. With these as a guide, Andy takes the time to provide clear explanations and relevant context so clients can take action toward achieving their financial dreams. Andy blends his many years of experience and his technical knowledge to develop comprehensive solutions and meaningful recommendations.

Experience
Prior to joining TFG, Andy was the Director of the Client Solutions Group with Securian Financial Services, Inc. Andy worked as a financial advisor, specializing in business succession, advanced estate planning, and executive benefits. Through his work, he has helped hundreds of business owners develop and implement strategies to address these complex situations.

Andy has also worked as an attorney, with a private practice focusing on estate planning and business succession. In his practice, he drafted complex estate planning documents, negotiated the purchase and sale of businesses, and managed a variety of other complex legal issues for his clients.

Presentations
Andy is a frequent presenter to business groups, trade associations, and other professional organizations throughout the United States. He speaks on financial, legal, and tax related topics that impact business owners’ decisions for themselves and their business.

Education
Andy received his bachelor’s degree from Hamline University, St. Paul, Minnesota (summa cum laude) and his law degree (J.D.) from Hamline University School of Law, St. Paul, Minnesota (cum laude). He is a licensed attorney in the State of Minnesota. He is a CFP® certificant, and holds the Chartered Life Underwriter (CLU) designation from the American College. Andy holds the Series 7, 66, and 24 securities registrations, and Life, Accident and Health licenses.

*Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC.
Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera

SENIOR VICE PRESIDENT

Andy O’Brien

CA License No. 0M96078
JD, CFP®, CLU

Andy O’Brien* is a Managing Partner at Tax & Financial Group. Andy provides expert guidance related to our clients in the areas of personal financial planning, complex estate planning, business succession planning, and executive compensation strategies.

Andy is passionate about helping clients navigate the wide variety of circumstances to make the best decision for their particular situation. It starts with taking the time to fully understand the client’s goals and their true objectives. With these as a guide, Andy takes the time to provide clear explanations and relevant context so clients can take action toward achieving their financial dreams. Andy blends his many years of experience and his technical knowledge to develop comprehensive solutions and meaningful recommendations.

Experience
Prior to joining TFG, Andy was the Director of the Client Solutions Group with Securian Financial Services, Inc. Andy worked as a financial advisor, specializing in business succession, advanced estate planning, and executive benefits. Through his work, he has helped hundreds of business owners develop and implement strategies to address these complex situations.

Andy has also worked as an attorney, with a private practice focusing on estate planning and business succession. In his practice, he drafted complex estate planning documents, negotiated the purchase and sale of businesses, and managed a variety of other complex legal issues for his clients.

Presentations
Andy is a frequent presenter to business groups, trade associations, and other professional organizations throughout the United States. He speaks on financial, legal, and tax related topics that impact business owners’ decisions for themselves and their business.

Education
Andy received his bachelor’s degree from Hamline University, St. Paul, Minnesota (summa cum laude) and his law degree (J.D.) from Hamline University School of Law, St. Paul, Minnesota (cum laude). He is a licensed attorney in the State of Minnesota. He is a CFP® certificant, and holds the Chartered Life Underwriter (CLU) designation from the American College. Andy holds the Series 7, 66, and 24 securities registrations, and Life, Accident and Health licenses.

*Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC.
Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera

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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity