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  2. Brian McNulty

Brian McNulty

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Brian McNulty
CLU®, ChFC®
Chief Executive Officer
Phone: 
(949) 223-8320
E-mail: 
Brian.McNulty@tfgroup.com

CA Insurance License No. 0702063

Brian is Chief Executive Officer of Tax & Financial Group and has been in the Financial Services business for over 31 years. He holds the Series 6, 7, 24, 63, and 65 Securities Registrations.

Brian graduated from Lafayette College of Easton, PA in 1978 and received his degree in Economics. In addition, he has received his advanced designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from the American College of Bryn Mawr, PA in 1986.

Brian is a member of several national organizations including the Society of Financial Services Professionals and the General Agents and Managers Association (GAMA). He has served as President and Board member on several community organizations.

Brian lives in Newport Beach, CA with Barbara, his wife of 38 years. He has three daughters; Meghan, Jillian, and Caitlin. His main interests are family and golf.

Brian specializes in a comprehensive approach to his financial services practice that addresses:

  • Business Succession & Exit Strategies
  • Investment Advisory
  • Brokerage Accounts
  • Qualified Retirement Plans/IRA Issues
  • Charitable Gifting
  • Distribution of Wealth at Death
  • Insurance
  • Liability Issues

Brian is also nationally known as a coach and trainer of other financial professionals who want to move their financial services practice to a higher level of service and productivity. Brian is a Registered Representative and Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC.

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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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