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FINANCIAL PROFESSIONAL

Shamara Noriega

CA License No. 0N09014

“Crafting dreams into financial reality, one step at a time.” That’s the fun-loving mantra driving Shamara Noriega’s commitment at Tax & Financial Group (TFG), where she, along with a team of specialists, embarks on a mission to guide families, businesses, and individuals towards the accumulation and preservation of wealth. Leveraging a wealth of experience and a touch of innovation, Shamara along with her team, provides professional direction through strategies encompassing wealth & risk management, investments, group benefits, and retirement, business, and estate strategic planning.

With over a decade immersed in the financial and banking industry, Shamara holds pivotal qualifications. Her dedication to continuous growth and learning led her to obtain an International Human Resources & International Leadership in Action and Discovery certificates from The University of South Carolina through her association with Phi Theta Kappa in 2018.

Beyond financial wellness, Shamara thrives on giving back. Volunteering at non-profits, charity events, and benefit concerts, she passionately believes in the power of collective contribution. Her involvement with the Well Community for Women Foundation in San Diego, and participation in events for the San Diego Rescue Mission, The Holly Rod Foundation for Autism and Parkinson’s Disease, The Teddy Ball, and The San Diego Community Outreach speaks volumes about her commitment to societal well-being.

In her off-duty hours, you might catch Shamara exploring nature on hike and beach days, expressing herself through poetry and spoken word, and seeking out the latest spas and wellness activities. She finds joy in life’s varied offerings. Shamara also encourages a community of professionals to connect to like-minded individuals, resources, and educational material through networking/mixer events.

Shamara’s ultimate vision goes beyond financial strategies; it’s about fostering lifelong healthy connections. Understanding her clients’ core values, she integrates these into strategic plans that promote a position to receive the gift of time, energy, and financial confidence, that someone has their best interests—allowing them the freedom to pursue what truly makes their hearts sing. In her eyes, financial evolution isn’t just about numbers; it’s about enabling a life filled with personal fulfillment.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Tax & Financial Group is independent of Cetera. 20231104133 DOFU 01/2024

FINANCIAL PROFESSIONAL

Shamara Noriega

CA License No. 0N09014

“Crafting dreams into financial reality, one step at a time.” That’s the fun-loving mantra driving Shamara Noriega’s commitment at Tax & Financial Group (TFG), where she, along with a team of specialists, embarks on a mission to guide families, businesses, and individuals towards the accumulation and preservation of wealth. Leveraging a wealth of experience and a touch of innovation, Shamara along with her team, provides professional direction through strategies encompassing wealth & risk management, investments, group benefits, and retirement, business, and estate strategic planning.

With over a decade immersed in the financial and banking industry, Shamara holds pivotal qualifications. Her dedication to continuous growth and learning led her to obtain an International Human Resources & International Leadership in Action and Discovery certificates from The University of South Carolina through her association with Phi Theta Kappa in 2018.

Beyond financial wellness, Shamara thrives on giving back. Volunteering at
non-profits, charity events, and benefit concerts, she passionately believes in the power of collective contribution. Her involvement with the Well Community for Women Foundation in San Diego, and participation in events for the San Diego Rescue Mission, The Holly Rod Foundation for Autism and Parkinson’s Disease, The Teddy Ball, and The San Diego Community Outreach speaks volumes about her commitment to societal well-being.

In her off-duty hours, you might catch Shamara exploring nature on hike and beach days, expressing herself through poetry and spoken word, and seeking out the latest spas and wellness activities. She finds joy in life’s varied offerings. Shamara also encourages a community of professionals to connect to like-minded individuals, resources, and educational material through networking/mixer events.

Shamara’s ultimate vision goes beyond financial strategies; it’s about fostering lifelong healthy connections. Understanding her clients’ core values, she integrates these into strategic plans that promote a position to receive the gift of time, energy, and financial confidence, that someone has their best interests—allowing them the freedom to pursue what truly makes their hearts sing. In her eyes, financial evolution isn’t just about numbers; it’s about enabling a life filled with personal fulfillment.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Tax & Financial Group is independent of Cetera. 20231104133 DOFU 01/2024

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Phone: (949) 223-8431

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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