Brandon Kepley

Financial Advisor
949.223.8405

CA Insurance License Number 4080944

Brandon Kepley is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive financial planning strategies. Brandon utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives.

Brandon received his Bachelor of Arts Degree in Business Administration – Finance from California State University, Fullerton. Brandon holds the Series 7 and Series 66 securities registrations, the Life and Health Insurance License, as well as variable life and annuity licenses. Brandon is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.

Brandon enjoys mountain biking, golfing and spending time with his family and friends. Brandon and his family reside in Brea, California.

Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Tax and Financial Group is independently owned and operated. 4001 MacArthur Blvd Suite 300, Newport Beach, CA 92660,
3910501 DOFU 11/2021