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  2. Brian Freeman

Brian Freeman

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Brian Freeman
ChFC®,CLU®
Financial Advisor
Phone: 
(949) 223-8327
E-mail: 
brian.freeman@tfgroup.com

CA License No. 0667950

  • Life Insurance
  • Disability Insurance
  • Financial Planning
  • Wealth Management
  • Retirement Strategies
  • Estate Planning
  • Annuities
  • Employee Benefits
  • Property & Casualty Insurance

Brian specializes in life and disability insurance, as well as managing his clients money to help them reach their financial goals through a detailed fee based financial plan. Brian's commitment to continuing education and his recognized efforts in the areas of client services, have established him as one of the most distinguished professionals in the California financial services industry. He has been with Tax & Financial Group since 1984 and currently serves approximately 500 individual clients and businesses.**

Brian has delivered over 40 million of benefits to his clients or their beneficiaries.* Brian knows the value of the work he does in partnership with his clients. It is vital to Brian to help people make good responsible decisions.

Brian graduated with a Bachelor of Science Degree in Business from the University of Redlands. He has earned both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC® ) designations as well as the Series 6, 7, 63 and 66 securities registrations. Brian is a member of numerous industry organizations including MDRT and the National Association of Insurance and Financial Advisors (NAIFA).  He is also a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC.

He enjoys golfing, working out, hiking, travel to tropical locations, and spending time with his sons. He resides in Newport Beach, California.

Brian's Professional Philosophy

"I am in this business for the long-term and seek to help my clients in all aspects of their personal, professional, and financial lives."

 


*Benefits include life insurance death benefits and disability benefits as of 7/20
** As of 7/20

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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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