California Insurance License Number 0E53034
Erin MacNeill has been with Tax & Financial Group since 2001. She entered this career with a desire and a fervor to educate people on financial wellness. She believes that it is important to lay the foundation of any financial strategy by educating her clients so that they may make the correct sound decisions that are necessary to make their hopes and dreams a reality. In addition to providing sound tailored advice and asset management, her goal is to help free up and give back time. This is one of the few commodities we cannot get back and something that almost everyone who is financially independent wishes they had more of.
Erin received her Bachelor of Science degree in Business Administration with an emphasis on Financial Services from San Diego State University. Since then, she has achieved the Series 7 and 66 Securities Registrations, the Life and Health Insurance license, as well as her variable life and annuity license. Erin is a Certified Financial Planner Practitioner. She is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Erin enjoys giving back to the community and is involved in Tax & Financial Group’s “We Care For Kids, Inc” nonprofit organization which benefits the Make-A-Wish Foundation. She also volunteers with the Speakers Bureau Orange County region of the Ovarian Cancer National Alliance. Erin is passionate about teaching others backpacking skills and "Leave No Trace Principals" through the Sierra Club which provide education and skills to help others care for and explore the outdoors. Erin currently lives in Huntington Beach with her husband, Dave and their 3 kids Finn, Nick and Emily.
Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 4747263 05/2022