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Tax & Financial Group

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  2. Brendan Porter

Brendan Porter

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Brendan Porter
Financial Advisor
Phone: 
(949) 223- 8416

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

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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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