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INVESTMENT ANALYST

Kevin O’Toole

Kevin O’Toole is an Investment Analyst at Tax & Financial Group in Newport Beach, California, where he is responsible for analyzing investment activity, transacting between accounts, and providing reports to his department and TFG compliance.

Kevin also provides portfolio insights for our advisors and works with his department to arrive at effective investment strategies. Kevin graduated from University of California, Santa Barbara with a Bachelor of Science degree in Statistics & Data Science.

In his free time, Kevin enjoys bowling, reading, and watching football. He also likes playing basketball with friends during the weekend.

Securities offered through Cetera Wealth Services, 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. 20251204668 DOFU 12/2025

INVESTMENT ANALYST

Kevin O’Toole

Kevin O’Toole is an Investment Analyst at Tax & Financial Group in Newport Beach, California, where he is responsible for analyzing investment activity, transacting between accounts, and providing reports to his department and TFG compliance.

Kevin also provides portfolio insights for our advisors and works with his department to arrive at effective investment strategies. Kevin graduated from University of California, Santa Barbara with a Bachelor of Science degree in Statistics & Data Science.

In his free time, Kevin enjoys bowling, reading, and watching football. He also likes playing basketball with friends during the weekend.

Securities offered through Cetera Wealth Services, 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. 20251204668 DOFU 12/2025

Contact

Email: kevin.otoole@tfgroup.com

Phone: (949) 223-8100

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Securities offered through Cetera Wealth Services, 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. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660 – (949) 223-8100. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, 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 Wealth Services, LLC site at www.ceterawealthservices.com. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Information and Form CRS
Business Continuity

Securities offered through Cetera Wealth Services, 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. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660 – (949) 223-8100. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, 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 Wealth Services, LLC site at www.ceterawealthservices.com. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Information and Form CRS
Business Continuity