TFG is attractive because it is truly a family that’s supportive of each other. Even though we are all developing our own businesses, everyone is also looking out for the collective good of the office by helping one another and sharing ideas. This way, we are independent advisors but not on our own.
Our Culture
Our Culture
A View From
Inside TFG
WEALTH MANAGEMENT ADVISOR, CFP®, CLU®
Mike Gabrielian
FINANCIAL ADVISOR, CFP®
Mai Nguyen
Tax & Financial Group is not just a place of work for me, it’s my second home and family. Everyone here is helpful and genuinely kind and caring.
CERTIFIED FINANCIAL PLANNER, CFP®, CLU®
Erin MacNeill
I love this firm because it’s family to me. When something wonderful happens, they are there to celebrate. When something terrible happens (family passing), they are there and fully supportive. I feel truly loved at TFG.
A View From Inside TFG
FINANCIAL ADVISOR, CFP®, CLU®
Mike Gabrielian
TFG is attractive because it is truly a family that’s supportive of each other. Even though we are all developing our own businesses, everyone is also looking out for the collective good of the office by helping one another and sharing ideas. This way, we are independent advisors but not on our own.
FINANCIAL ADVISOR, CFP®
Mai Nguyen
Tax & Financial Group is not just a place of work for me, it’s my second home and family. Everyone here is helpful and genuinely kind and caring.
FINANCIAL ADVISOR, CFP®, CLU®
Erin MacNeill
I love this firm because it’s family to me. When something wonderful happens, they are there to celebrate. When something terrible happens (family passing), they are there and fully supportive. I feel truly loved at TFG.
Stronger Together
Camaraderie and collaboration are an important part of our culture. TFG maintains a robust calendar of meetings, celebrations, workshops and other events throughout the year.
Team Approach
At TFG, we believe that teamwork is essential as we strive to deliver the best outcomes for our clients. By working collaboratively, we can provide our clients with a broad range of perspectives and customized solutions tailored to their unique financial needs and goals.
TFG Careers
Whether you are transitioning your career or transitioning your practice, we hope to be a resource for you. We look forward to the opportunity to get to know you further as well as you learning more about us.
TFG Careers
Whether you are transitioning your career or transitioning your practice, we hope to be a resource for you. We look forward to the opportunity to get to know you further as well as you learning more about us.
Make a Life
With Us.
Looking for a financial services firm that can help
build and protect your legacy?
Make a Life
With Us.
Looking for a financial services firm that can help build and protect your legacy?
© 2023 Tax & Financial Group All Rights Reserved
* GAMA International Master Agency Award presented by GAMA/FINSECA. The Master Agency award is one of five awards comprising the Leadership Awards panel, awarded annually by FINSECA to eligible firms around the nation. FINSECA is an international nonprofit that collaborates with key policymakers throughout the nation to create an environment in which the financial well-being of individuals, families, and businesses is protected from foreseen and unforeseen events. The Leadership Awards honor agency leadership and individual leaders whose passion, talent and expertise make the greatest contributions to the financial security profession. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
**2013 Top Workplaces business ranking presented by Orange County Register is nomination based and recognizes 100 companies and organizations in Orange County as top workplaces. Top Workplaces is based on employee feedback results captured by the Energage Workplace Survey. The research-backed engagement survey is driven by the industry’s most robust benchmarks built on data captured from tens of millions of employees at thousands of organizations across the past 17 years. Organizations must achieve a 35% response rate to be considered for a Top Workplaces award. For those with fewer than 85 employees, a minimum of 30 survey responses is required. Participating organizations are categorized into size bands, from small to large or extra-large. The Workplace Survey results identify the companies that meet the Top Workplaces threshold. A proprietary approach that combines the wealth of data collected and industry-leading benchmarks to ensure winners represent culture greatness. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
***2022 Family-Owned Business Award presented by Orange County Business Journal. The nomination process begins with nominees completing an application and submitting to the Orange County Business Journal for review. The Orange County Business Journal Committee will interview candidates. Award Winners are recognized as Orange County based family-owned firms that have distinguished themselves via their business accomplishments and contributions to the local community. To qualify, the advisor’s firm must have at least two family members actively involved in running the business, provide consent to participate in the awards program, provide descriptions of business accomplishments that illustrate the company as award-worthy, and provide descriptions of the family’s professional and community involvement. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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 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.
* GAMA International Master Agency Award presented by GAMA/FINSECA. The Master Agency award is one of five awards comprising the Leadership Awards panel, awarded annually by FINSECA to eligible firms around the nation. FINSECA is an international nonprofit that collaborates with key policymakers throughout the nation to create an environment in which the financial well-being of individuals, families, and businesses is protected from foreseen and unforeseen events. The Leadership Awards honor agency leadership and individual leaders whose passion, talent and expertise make the greatest contributions to the financial security profession. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
**2013 Top Workplaces business ranking presented by Orange County Register is nomination based and recognizes 100 companies and organizations in Orange County as top workplaces. Top Workplaces is based on employee feedback results captured by the Energage Workplace Survey. The research-backed engagement survey is driven by the industry’s most robust benchmarks built on data captured from tens of millions of employees at thousands of organizations across the past 17 years. Organizations must achieve a 35% response rate to be considered for a Top Workplaces award. For those with fewer than 85 employees, a minimum of 30 survey responses is required. Participating organizations are categorized into size bands, from small to large or extra-large. The Workplace Survey results identify the companies that meet the Top Workplaces threshold. A proprietary approach that combines the wealth of data collected and industry-leading benchmarks to ensure winners represent culture greatness. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
***2022 Family-Owned Business Award presented by Orange County Business Journal. The nomination process begins with nominees completing an application and submitting to the Orange County Business Journal for review. The Orange County Business Journal Committee will interview candidates. Award Winners are recognized as Orange County based family-owned firms that have distinguished themselves via their business accomplishments and contributions to the local community. To qualify, the advisor’s firm must have at least two family members actively involved in running the business, provide consent to participate in the awards program, provide descriptions of business accomplishments that illustrate the company as award-worthy, and provide descriptions of the family’s professional and community involvement. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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 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.