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WEALTH MANAGEMENT ADVISOR

Christian Bood

CA License No. 4214505

Christian believes life should be lived with intention, that money should lead to freedom and experiences that positively contribute to the one life you get. As a Wealth Management Advisor at Tax & Financial Group in Newport Beach, he helps clients turn that belief into a concrete plan.

Christian specializes in comprehensive strategies tailored for business owners and independent professionals, with particular focus on the challenges that come with variable income — including salon suite stylists, private practice mental health providers, and nurses. He’s also passionate about helping young professionals build strong financial foundations early in their careers.

That belief took shape well before Christian entered the industry. While playing collegiate basketball at Chapman University, where he double-majored in Finance and Psychology, he learned that one of the most important parts of being on a team is being a friend to your teammates — that having the right people around you is what drives success. He carried that lesson with him when he met a Northwestern Mutual recruiter while weighing a career in professional basketball, and realized advising aligned more closely with his purpose. He spent three years at Northwestern Mutual before joining Tax & Financial Group in 2026.

Today, by taking the time to understand how each client thinks about their money, Christian creates plans around their lifestyle, guiding them toward the right investments and tax strategies to make their money work for them. Above all, his goal is to be a meaningful part of his clients’ team, the same way his associates at TFG are an important part of his.

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. 20260802939 DOFU 08/2026

WEALTH MANAGEMENT ADVISOR

Christian Bood

CA License No. 4214505

Christian believes life should be lived with intention, that money should lead to freedom and experiences that positively contribute to the one life you get. As a Wealth Management Advisor at Tax & Financial Group in Newport Beach, he helps clients turn that belief into a concrete plan.

Christian specializes in comprehensive strategies tailored for business owners and independent professionals, with particular focus on the challenges that come with variable income — including salon suite stylists, private practice mental health providers, and nurses. He’s also passionate about helping young professionals build strong financial foundations early in their careers.

That belief took shape well before Christian entered the industry. While playing collegiate basketball at Chapman University, where he double-majored in Finance and Psychology, he learned that one of the most important parts of being on a team is being a friend to your teammates — that having the right people around you is what drives success. He carried that lesson with him when he met a Northwestern Mutual recruiter while weighing a career in professional basketball, and realized advising aligned more closely with his purpose. He spent three years at Northwestern Mutual before joining Tax & Financial Group in 2026.

Today, by taking the time to understand how each client thinks about their money, Christian creates plans around their lifestyle, guiding them toward the right investments and tax strategies to make their money work for them. Above all, his goal is to be a meaningful part of his clients’ team, the same way his associates at TFG are an important part of his.

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 oered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 20260802939 DOFU 08/2026

Contact

Phone: (949) 223-8437

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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

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 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