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  2. Andy O' Brien

Andy O' Brien

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Andy O' Brien, JD, CFP®, CLU
Managing Director
Phone: 
949.223.8229
E-mail: 
Andrew.obrien@tfgroup.com

Andy O’Brien is a Managing Director at Tax & Financial Group.  Andy provides expert guidance related to advanced planning, personal financial planning, estate planning, business planning, and qualified plan design. In addition, Andy takes a client first approach and provides both technical and practical analysis and recommendations.

Experience

Prior to his current role, Andy was the Director of the Client Solutions Group with Securian Financial Services. Andy worked as a financial advisor, specializing in business succession, advanced estate planning, and executive benefits.  Through his work, he has helped hundreds of business owners develop and implement strategies to address these complex situations. Andy has also worked as an attorney, with a private practice focusing on estate planning and business succession. In his practice, he drafted complex estate planning documents, negotiated the purchase and sale of businesses, and managed a variety of other complex legal issues for his clients.

Presentations

Andy is a frequent presenter to business groups, trade associations, and other professional organizations throughout the United States. He speaks on financial, legal, and tax related topics that most affect business owners’ decisions for themselves and their business. Education Andy received his Bachelor’s degree from Hamline University (summa cum laude) and his law degree (J.D.) from Hamline University School of Law (cum laude). He is a licensed attorney in the State of Minnesota. He is a CFP® certificant, and holds the Chartered Life Underwriter (CLU) designation from the American College. Andy holds the Series 7, 66, and 24 securities registrations, and Life, Accident and Health licenses.

Andy is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc.

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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