CA Insurance License Number 0N03143
Brendan Porter is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive financial planning strategies. Brendan 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.
Brendan received his Bachelor of Arts Degree in Labor Relations and Employment Management from Rutgers University in New Jersey. Brendan holds the Series 7 and Series 66 registrations, his Life and Health Insurance License, as well as his variable life and annuity license. Brendan is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.
Prior to joining Tax & Financial Group (TFG), Brendan was a Director of Sales at Centennial Group Benefits in Newport Beach. Brendan strongly believes in giving back to the community and is very active with Athletes in Action and Fellowship of Christian Athletes which help professional to youth athletes understand how to use the platform of sports to share Christ.
Brendan enjoys playing golf, dance parties with his daughters, watching lacrosse, and spending time with his wife, Jenna and their three daughters: Riley, Selah and Quinn. Brendan and his family reside in Rancho Mission Viejo, CA
Securities and Investment Advisory Services oered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 3154997 07.2020