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SENIOR VICE PRESIDENT

Tae Kim

CA License No. 0G37401

Born in Seoul, Korea, Taeyoon came to the United States when he was 11 years old. He attended University of Connecticut majoring in Economics and moved to San Diego in 2006. Taeyoon started in the financial industry with Bank of America. In addition to being a Financial Advisor, he has also taken a role as a mentor and guide to other advisors within his office.

As a respected advisor with Tax & Financial Group, Taeyoon assists those who share a passion for building and protecting their financial futures, while managing and reducing the impact of current financial obstacles.

Through comprehensive financial strategies, he aligns clients’ values with their financial goals. Taeyoon’s practice focuses on helping small business owners with their business exit strategies and also provides overall financial solutions.

Taeyoon specializes in a comprehensive approach to his financial services practice that addresses:

• Business Succession & Exit Strategies
• Investment Advisory
• Brokerage Accounts
• Qualified Retirement Plans/IRA Issues
• Charitable Gifting
• Distribution of Wealth at Death
• Insurance
• Liability Issues

Taeyoon is a registered representative and investment advisor representative of Cetera Advisor Networks LLC, member FINRA/SIPC.

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.

SENIOR VICE PRESIDENT

Tae Kim

CA License No. 0G37401

Born in Seoul, Korea, Taeyoon came to the United States when he was 11 years old. He attended University of Connecticut majoring in Economics and moved to San Diego in 2006. Taeyoon started in the financial industry with Bank of America. In addition to being a Financial Advisor, he has also taken a role as a mentor and guide to other advisors within his office.

As a respected advisor with Tax & Financial Group, Taeyoon assists those who share a passion for building and protecting their financial futures, while managing and reducing the impact of current financial obstacles.

Through comprehensive financial strategies, he aligns clients’ values with their financial goals. Taeyoon’s practice focuses on helping small business owners with their business exit strategies and also provides overall financial solutions.

Taeyoon specializes in a comprehensive approach to his financial services practice that addresses:

• Business Succession & Exit Strategies
• Investment Advisory
• Brokerage Accounts
• Qualified Retirement Plans/IRA Issues
• Charitable Gifting
• Distribution of Wealth at Death
• Insurance
• Liability Issues

Taeyoon is a registered representative and investment advisor representative of Cetera Advisor Networks LLC, member FINRA/SIPC.

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.

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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