Skip to main content
 (949) 223-8100
  •  
  •  

Tax & Financial Group

Tax & Financial Group

  • Home
  • About Us
    • Our Company
    • Our Associates
    • Our Services
    • Newsroom
    • Community Giving
  • Account Access
  • Resources 
    • Useful Websites
    • Economic Calculators
    • Business Exit Report
  • Careers
  • Contact
  • Events

    You are here

  1. Home
  2. Ben Julianel

Ben Julianel

Photo of team member
Ben Julianel
Financial Advisor
Phone: 
(949) 223-8292
E-mail: 
Ben.Julianel@tfgroup.com

CA License No. 0G75955

Ben Julianel has been with Tax & Financial Group (TFG) since 2009. He is dedicated to building lasting relationships with clients that reach beyond the scope of business. Drawn to the business because of friends, Ben enjoys advising others on how to make good decisions that affect their financial situation and their life. Bens practice focuses on helping small business owners with their business exit strategies and also provides overall financial planning.

Prior to joining TFG, Ben played professional baseball for nine years with the Cardinals, Yankees, Marlins, Twins, and Rockies organizations. Before being drafted by the St Louis Cardinals in 2001, he played his college years at San Diego State University (SDSU). While playing at SDSU, Ben pitched against some of the nations best teams including USC, UCLA, and Cal State Fullerton.

At SDSU, Ben received a Bachelors degree in Kinesiology. He also received a Masters of Science degree from Azusa Pacific University. Ben has earned the series 7 and 66 securities registrations and the California Life and Health licenses. He is a Registered Representative and Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.

Ben is on the Council Board for Olive Crest Safe Families, a well-known local charity, and has been instrumental in re-launching their Business Partnership program in Southern California. Ben is on the Orange County Board for a Christian organization called Fellowship of Companies for Christ International (FCCI) which provides resources to Christian business owners. The church that Ben and family call home is Crossline Community Church in Laguna Hills, California, where he is active in the Mens ministry. During his baseball career, Ben helped launch a unique ministry called E-Fellowship which provides current and former Christian baseball players an opportunity to share what God is doing in their lives.

Currently, Ben lives in Ladera Ranch with his wife Christy and their three children, Gwen, Vance, and Reeve.

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

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

Additional info

  • Sitemap

Contact us

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

© 2021 Tax & Financial Group. All rights reserved.

Website Design For Financial Services Professionals