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  2. Gemma Snell

Gemma Snell

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Gemma Snell
Financial Advisor
Phone: 
(949) 223-8341
E-mail: 
gemma.snell@tfgroup.com

CA Insurance License No. OD94253

Gemma Snell worked in the advertisement industry for companies such as the Orange County Register and Cox Communications. After a successful career with these companies,Gemma decided to follow her passion and pursue a career in the financial sector. Prior to joining Tax & Financial Group (TFG), Gemma was a Client Manager for Bank of America’s, Premier Banking and Investments division where she managed high net worth clients’ credit, liquidity, investment, and estate planning needs.

At TFG, Gemma specializes in guiding business owners, high net-worth individuals, and corporate executives with the accumulation and preservation of wealth. She uses a comprehensive process which addresses investments, retirement, estate, and business strategies as well as life, health, and disability insurance programs. Gemma’s philosophy is a commitment to excellence and a desire to serve her clients to achieve their financial goals in life through education, discussion, and a core belief to do what is suitable for the client.

Gemma is a member of CFMA (Construction Financial Management Association) and sits on the membership committee. She is also an active member of WISE (Women’s Interactive Sales Exchange), a nation-wide financial services organization. She also served on the board of TFG’s “We Care For Kids” Annual Golf Tournament which raises funds for terminally ill children of the Make-A-Wish Foundation. Gemma received an AA from Golden West College and also a Certificate in Personal Financial Planning from the University of California, Irvine. She has earned multiple securities registrations in order to facilitate the financial needs for her clients, including the series 6, 63, 65, and 7. Additionally, she is a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.

Gemma believes in strong family values and volunteers her time to the Armenian Relief Society whose main objective is to aid in the social, educational, health and welfare of the Armenian people. She is also a member of the Adoption Guild of Southern Orange County which supports the services of Holy Family Services Adoption and Foster Care Agency. Gemma is an avid tennis player and participates in tennis tournaments that raise money for charities such as ovarian cancer, and inner city youth programs.

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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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