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  2. Kinnie Chen

Kinnie Chen

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Kinnie Chen
Paraplanner
Phone: 
(949) 223-8287
E-mail: 
kinnie.chen@tfgroup.com

Kinnie Chen is a Paraplanner at Tax & Financial Group. As part of the Financial Planning Team, she supports Tax & Financial Group’s financial planners and financial advisors in the preparation of financial

plans and other specialized analyses and reports for our clients. Kinnie also works directly with clients to help their advisors gather client information and assists advisors with setting up/maintaining the

client’s personal financial website.

Prior to her current role at Tax and Financial Group, Kinnie was a Senior Accountant in the manufacturing retail industries. In these roles, Kinnie was integrally involved with managing a broad range of tax, accounting and financial issues including budgeting and variance analysis, financial​ reporting, tax reporting and preparation, and the customization and implementation of business software across the enterprise.

Kinnie earned her B.S. Degree in Accounting from the University of Connecticut. She moved to southern California in 2013. Kinnie currently resides in Fullerton, California.

Kinnie is a Registered Representative of Securian Financial Services Inc.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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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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