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?
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GAMA International is a membership organization for which individuals and firms must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision roles in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals and firms must be current with membership dues and submit an application fee for consideration. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
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.
GAMA International is a membership organization for which individuals and firms must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision roles in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals and firms must be current with membership dues and submit an application fee for consideration. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
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.