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FINANCIAL ADVISOR

Mai Nguyen

CA License No. 0B74666
CFP®

Mai has been in the Financial Services industry since 1998. She focuses on helping business owners and corporate individuals with their asset and risk management, retirement strategies, estate strategies and business succession strategies. Mai uses her knowledge and expertise, in combination with the expertise of a team of specialists available through Tax and Financial Group (TFG), to assist her clients with their financial needs. Mai’s philosophy is a commitment to excellence and a desire to serve her clients to achieve their financial goals through education, discussion and a core belief to do what is right for the client(s). Prior to joining TFG in 2007, Mai was with John Hancock, Sagemark Consulting and Pacific Advisors.

Mai is a graduate of the University of California, Irvine. She is Life and Health Insurance licensed and is an Investment Advisor Representative and Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. She is a volunteer for TFG’s “We Care For Kids” annual event which raises funds for terminally ill children of the Make-A-Wish of Orange County and Inland Empire. She is also a member of the WISE (Women’s Interactive Sales Exchange), a nation-wide financial services organization.

Mai believes in strong family values. She currently lives in Fountain Valley with her husband, Long and their two kids, Michael and Samantha. In her spare time, Mai volunteers with the city basketball league and helps with her church fundraising events. She enjoys cooking and entertaining for her friends and family.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera

FINANCIAL ADVISOR

Mai Nguyen

CA License No. 0B74666
CFP®

Mai has been in the Financial Services industry since 1998. She focuses on helping business owners and corporate individuals with their asset and risk management, retirement strategies, estate strategies and business succession strategies. Mai uses her knowledge and expertise, in combination with the expertise of a team of specialists available through Tax and Financial Group (TFG), to assist her clients with their financial needs. Mai’s philosophy is a commitment to excellence and a desire to serve her clients to achieve their financial goals through education, discussion and a core belief to do what is right for the client(s). Prior to joining TFG in 2007, Mai was with John Hancock, Sagemark Consulting and Pacific Advisors.

Mai is a graduate of the University of California, Irvine. She is Life and Health Insurance licensed and is an Investment Advisor Representative and Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. She is a volunteer for TFG’s “We Care For Kids” annual event which raises funds for terminally ill children of the Make-A-Wish of Orange County and Inland Empire. She is also a member of the WISE (Women’s Interactive Sales Exchange), a nation-wide financial services organization.

Mai believes in strong family values. She currently lives in Fountain Valley with her husband, Long and their two kids, Michael and Samantha. In her spare time, Mai volunteers with the city basketball league and helps with her church fundraising events. She enjoys cooking and entertaining for her friends and family.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

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Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity