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  2. Cleo Last

Cleo Last

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Cleo Last
Senior Account Manager
Phone: 
(949) 223-8257
E-mail: 
Cleo.Last@tfgroup.com

Cleo Last is the Senior Account Manager for Private Risk Insurance Agency, A Division of Tax & Financial Group. Cleo has over 21 years of experience in the personal insurance industry. She specializes in handling complex property and casualty insurance programs and solutions for high-net-worth individuals and families.

Cleo has had the opportunity to work with some of the nation’s most affluent families including members of The Forbes 400. Aside from her technical expertise, one of Cleo’s biggest strengths is the value she places on her relationships with clients. She understands that her clients have placed an enormous amount of trust and responsibility in her hands. Her dedication is unmatched.

Previous to Private Risk Insurance Agency, Cleo was an Account Manager with HUB International’s Private Client Advisors. Prior to working with HUB, Cleo started her insurance career with Allstate Insurance as a manual rater, interpreting insurance rules and underwriting guidelines statewide. She was also the primary contact in assisting the California Department of Insurance to resolve customer inquiries and complaints. In 2004, she joined Allstate’s affiliate company, Encompass Insurance, where she collaborated with the underwriting and technical support teams to amend complex issues for the agency field. Cleo has been the recipient of numerous company awards including the Chairman’s Award in 2007 for providing excellence in customer service.

Cleo is married with two children and resides in Chino Hills, California.

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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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