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CHIEF EXECUTIVE OFFICER

Sean McCloskey

CA License No. 0G71815
CPA, ABV®

Sean McCloskey* is CEO of Tax & Financial Group, where he specializes in helping business owners with their unique financial needs. Sean is especially passionate about helping business owners develop and execute on a plan for their business that also aligns with their personal goals.

Prior to joining Tax & Financial Group, Sean led a business valuation firm where he performed several hundred valuations over 12 years and served as an expert witness on business valuation. Previously Sean was with CB Health Ventures, a New York-based venture capital firm. Prior to that, Sean was an investment banker in New York with firms including Lehman Brothers, ING Barings, and Smith Barney. Sean began his career with Ernst & Young in Los Angeles. Sean also served as an adjunct professor to the Paul Merage School of Business at UC Irvine for the Executive MBA Program.

In his career, Sean has advised hundreds of public and private clients on planning and executing a wide range of strategies and transactions including business succession planning, tax planning, mergers and acquisitions, ESOPs, private placements, IPOs, recapitalizations, spin-offs, and other transactions.

Sean has his Series 7, Series 24 and Series 66 registrations and is a licensed CPA (inactive) and a member of the AICPA. Sean received his MBA with an emphasis in Finance from the Wharton School at the University of Pennsylvania and his Bachelor’s degree in Accounting from the University of Southern California. Sean lives in Newport Beach with his wife Shari and their two boys, Ryan and Cooper.

*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.

CHIEF EXECUTIVE OFFICER

Sean McCloskey

CA License No. 0G71815
CPA, ABV®

Sean McCloskey* is CEO of Tax & Financial Group, where he specializes in helping business owners with their unique financial needs. Sean is especially passionate about helping business owners develop and execute on a plan for their business that also aligns with their personal goals.

Prior to joining Tax & Financial Group, Sean led a business valuation firm where he performed several hundred valuations over 12 years and served as an expert witness on business valuation. Previously Sean was with CB Health Ventures, a New York-based venture capital firm. Prior to that, Sean was an investment banker in New York with firms including Lehman Brothers, ING Barings, and Smith Barney. Sean began his career with Ernst & Young in Los Angeles. Sean also served as an adjunct professor to the Paul Merage School of Business at UC Irvine for the Executive MBA Program.

In his career, Sean has advised hundreds of public and private clients on planning and executing a wide range of strategies and transactions including business succession planning, tax planning, mergers and acquisitions, ESOPs, private placements, IPOs, recapitalizations, spin-offs, and other transactions.

Sean has his Series 7, Series 24 and Series 66 registrations and is a licensed CPA (inactive) and a member of the AICPA. Sean received his MBA with an emphasis in Finance from the Wharton School at the University of Pennsylvania and his Bachelor’s degree in Accounting from the University of Southern California. Sean lives in Newport Beach with his wife Shari and their two boys, Ryan and Cooper.

*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.

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