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FINANCIAL ADVISOR

Scott D. Petersen

CA License No. 0G27335
CLU® , ChFC®

Scott is a Financial Advisor with Tax & Financial Group (TFG), a financial services firm headquartered in Newport Beach. Scott works with clients to implement strategies that help to secure the financial future of their family and business interests. He is also the author of TFG’s annual research report of closely-held business owners entitled “Exit Planning Process: Challenges, Trends, and Conclusions.”

Scott has been in the financial services business since 1998. Prior to this, he spent three years in marketing positions for companies in the publishing and advertising industries.

Scott graduated from Loyola Marymount University with a Bachelor of Arts degree. He also earned a Masters of Business Administration from the University of San Francisco. Scott holds multiple securities registrations including Series 7 and 66, as well as the Life and Health licenses. He is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. Scott is also a Certified Toastmaster (CTM). Scott is also on the board of directors of the All-American Boys Chorus.

Scott resides in Newport Beach with his wife Noelle and their three sons.

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.

FINANCIAL ADVISOR

Scott D. Petersen

CA License No. 0G27335
CLU® , ChFC®

Scott is a Financial Advisor with Tax & Financial Group (TFG), a financial services firm headquartered in Newport Beach. Scott works with clients to implement strategies that help to secure the financial future of their family and business interests. He is also the author of TFG’s annual research report of closely-held business owners entitled “Exit Planning Process: Challenges, Trends, and Conclusions.”

Scott has been in the financial services business since 1998. Prior to this, he spent three years in marketing positions for companies in the publishing and advertising industries.

Scott graduated from Loyola Marymount University with a Bachelor of Arts degree. He also earned a Masters of Business Administration from the University of San Francisco. Scott holds multiple securities registrations including Series 7 and 66, as well as the Life and Health licenses. He is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. Scott is also a Certified Toastmaster (CTM). Scott is also on the board of directors of the All-American Boys Chorus.

Scott resides in Newport Beach with his wife Noelle and their three sons.

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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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