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FINANCIAL ADVISOR

David Alarid

CA License No. 732079

David, an Associate Partner, has been with Tax & Financial Group since 1987. For over 30 years, he has specialized in guiding individuals, families, and businesses with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business strategies as well as life, health, and disability insurance programs.

David is a Qualifying and Life Member of the Million Dollar Round Table (MDRT), an international network of leading financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity. David was honored with the Samuel R. Weems award in 2003 for his high standards in professionalism and continued contributions to MDRT. Additionally, he is a National Quality Award recipient and also served on several MDRT Ethics Committees.

David enjoys giving back to the industry through mentoring other professionals and speaking to groups about his personal and career experiences. He has been a featured speaker for many organizations including: MDRT, the National Association of Insurance and Financial Advisors, Securian Schools, Securian affiliated firms throughout the country, and insurance company sales forces. David has been featured in multiple media outlets including the websites of the New York Daily News, Reuters, Yahoo Finance, and the Boston Globe.

In addition to the industry, David has also given back to his community. A former college and professional baseball player, in 2004 he gathered four other parents in his hometown and established the Ladera Ranch Little League, serving as their first President. The league has grown to 83 teams with over 1,000 participants. The city of Ladera Ranch and Senator Mark Wyland chose him as the 2013 Ladera Ranch Volunteer of the Year.

David graduated from UCLA with a Bachelor of Science in Economics in 1986. Since then, he earned the Series 6, 63, and 65 securities registrations. David is a Registered Representative with Securian Financial Services Inc., member FINRA/SIPC.

David resides in Ladera Ranch, California, with his wife Susan and four children.

David’s professional philosophy:

“In servicing my clients, I shall, in light of all circumstances, recommend that course of action, or provide that service which, had I been in the same situation, I would have applied to myself.”

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Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

FINANCIAL ADVISOR

David Alarid

CA License No. 732079

David, an Associate Partner, has been with Tax & Financial Group since 1987. For over 30 years, he has specialized in guiding individuals, families, and businesses with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business strategies as well as life, health, and disability insurance programs.

David is a Qualifying and Life Member of the Million Dollar Round Table (MDRT), an international network of leading financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity. David was honored with the Samuel R. Weems award in 2003 for his high standards in professionalism and continued contributions to MDRT. Additionally, he is a National Quality Award recipient and also served on several MDRT Ethics Committees.

David enjoys giving back to the industry through mentoring other professionals and speaking to groups about his personal and career experiences. He has been a featured speaker for many organizations including: MDRT, the National Association of Insurance and Financial Advisors, Securian Schools, Securian affiliated firms throughout the country, and insurance company sales forces. David has been featured in multiple media outlets including the websites of the New York Daily News, Reuters, Yahoo Finance, and the Boston Globe.

In addition to the industry, David has also given back to his community. A former college and professional baseball player, in 2004 he gathered four other parents in his hometown and established the Ladera Ranch Little League, serving as their first President. The league has grown to 83 teams with over 1,000 participants. The city of Ladera Ranch and Senator Mark Wyland chose him as the 2013 Ladera Ranch Volunteer of the Year.

David graduated from UCLA with a Bachelor of Science in Economics in 1986. Since then, he earned the Series 6, 63, and 65 securities registrations. David is a Registered Representative with Securian Financial Services Inc., member FINRA/SIPC.

David resides in Ladera Ranch, California, with his wife Susan and four children.

David’s professional philosophy:

“In servicing my clients, I shall, in light of all circumstances, recommend that course of action, or provide that service which, had I been in the same situation, I would have applied to myself.”

View All Advisors

Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

UNDERSTANDING INFLATION

Latest Events

Inflation might be outside of your control but having a financial strategy in place may help minimize the impact on your savings and assets. Join us for an overview of inflation.

Date & Time: September 28th, 2021, from 10:00 AM to 11:00AM Pacific Time

Speakers: Director of Investment Advisory Services, Andrew Fisher, CFA® & Special Guest, Tim Miller, CFP®, CIMA® of BlackRock.Zoom

Topics will include:

  • Potential effects of inflation on your financial strategy
  • Inflation and purchasing power
  • Understanding inflation’s recent spike
  • Inflation history and why it had previously been so low
  • Opportunities to help shield your investment portfolio from inflation
Register Here

Disclosure: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100. Andrew is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Tax & Financial Group (TFG) - 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. Securities and Investment Advisory Services offered through Securian Financial Services (SFS), Inc. Member FINRA/SIPC. TFG is independently owned and operated. Neither TFG, Andrew Fisher, nor SFS, are affiliated with Tim Miller or BlackRock. 3723122, DOFU 08/2021.

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Team

FINANCIAL ADVISOR

Brian Freeman

MANAGING DIRECTOR

Andy O’ Brien JD

FINANCIAL ADVISOR

Neddie Bokosky

PARAPLANNER

Kinnie Chen

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

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Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

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