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Tax & Financial Group

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Top Advisor Ranking is based on the 1 RR and 46 IARs and employees at the firm, this is a ranking not an award. 2262965 DOFU 10.2018

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  2. Karen Erck

Karen Erck

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Karen Erck
Financial Planning Coordinator
Phone: 
(949) 223-8304
E-mail: 
Karen.Erck@tfgroup.com

Karen is the Financial Planning Coordinator at Tax & Financial Group (TFG). As a member of the Financial Planning Team, Karen is responsible for coordinating the administrative side of the Financial Planning Team’s process. Some of her duties include: facilitating client account information, securing forms, scheduling appointments, assisting in research and technical questions related to the administration of the planning process and managing relationships. 

Prior to joining TFG, Karen was the Indirect Lending Specialist for Eagle Community Credit Union based out of Lake Forest, California. Her responsibilities included implementing the Indirect Consumer Loan program and providing support within the credit union’s centralized lending department. Karen was responsible for maintaining a positive ongoing working relationship as the liaison between the credit union, credit union members and automotive dealerships throughout Orange County. 

Karen, in her spare time, volunteers as a photographer for charitable events. Most recent volunteer work includes the Michigan State University Orange County Alumni Golf Tournament and Dinner. She is also an active volunteer for the Second Harvest Food Bank. Karen currently resides in Rancho Santa Margarita, California and cherishes spending time with her two sons, Brandon & Daniel. Together they enjoy traveling, swimming, hiking and skiing.

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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. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information 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. 1845543 DOFU 07/17

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