CA License No. 0D94467
Since 2002, Tony Hovorka has specialized in financial services for business owners, executives and individuals. His comprehensive, goal based process addresses investment, retirement, estate, risk management and business succession strategies.
Tony graduated with honors from the University of Notre Dame with a Bachelor of Arts Degree in both Economics and Communications. He has maintained a commitment to continuing education in the areas of financial strategies, tax laws, and advanced planning strategies earning the Chartered Life Underwriter (CLU®) , Chartered Financial Consultant (ChFC®) , and Certified Financial Planner™ (CFP®) designations as well as the series 7 and 66 securities registrations.
Tony is a frequent speaker and has been recognized by many organizations within the financial services industry, including NAIFA and the Million Dollar Round Table (MDRT), an international network of financial services professionals.
In his free time, Tony enjoys travel and spending time with family and friends. He is involved in Tax & Financial Group’s annual “We Care for Kids” golf tournament which raises close to $100,000 each year for the Make-a-Wish Foundation of Orange County and the Inland Empire. Tony resides in Costa Mesa, California, with his wife and daughter.
1686937 DOFU 02.17
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.