Grason Lanz

Grason is dedicated to guiding businesses, families, and individuals with the accumulation and

preservation of wealth through comprehensive financial strategies. Grason utilizes his knowledge and

experience in combination with the expertise of a team of specialists available at Tax & Financial Group

(TFG). Together, they provide innovative solutions and professional direction to help clients work towards

their financial goals and objectives.

Grason received his Bachelor of Arts Degree in Finance from California State University, Fullerton. Grason

holds the Series 7 and Series 66 registrations, the Life and Health Insurance License, as well as the variable

annuity license. Grason is a Registered Representative and Investment Advisor Representative of Securian

Financial Services, Inc., member FINRA/SIPC.

During college Grason led a committee that donated over $20,000 dollars to blood cancer research. He

also volunteers at events supporting Children’s Hospital of Orange County and Make a Wish.

Grason is an avid sports fan and enjoys baseball, football, skiing, sailing and spending time outdoors. He

also values spending time with his family.