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  2. Erin MacNeill

Erin MacNeill

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Erin MacNeill
CFP®
Financial Advisor
Phone: 
(949) 223-8203
E-mail: 
erin.macneill@tfgroup.com

CA License No. 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 a SmartVestor Pro  and enjoys helping Smartvestors reach their goals. 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 the outdoors. Erin currently lives in Huntington Beach with her husband, Dave, and step-son, Finn.

Neither Erin MacNeill, nor Securian Financial Services are affiliated with Dave Ramsey Solutions. Securian Financial Services, Inc. does not endorse Dave Ramsey. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

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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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