Erin McMann

CA License No. 0E53034

Erin McMann has been with Tax & Financial Group since 2001.  Her primary goal is to provide comprehensive estate and financial services to small business owners, physicians, and high net worth individuals.  Erin 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. 

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 her series 7 and 66 registrations,  her 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 serves on the board of the Ovarian Cancer Orange County Alliance and is involved in other organizations as well. She has served on the board of the Orange County Association of Insurance Financial Advisors (NAIFA-OC). She is also very committed to the Sheet Metal and Air Conditioning National Association (SMACNA).