Skip to main content
 (949) 223-8100
  •  
  •  

Tax & Financial Group

Tax & Financial Group

  • Home
  • About Us
    • Our Company
    • Our Associates
    • Our Services
    • Newsroom
    • Community Giving
  • Account Access
  • Resources 
    • Useful Websites
    • Economic Calculators
    • Business Exit Report
  • Careers
  • Contact
  • Events

    You are here

  1. Home
  2. Mai Nguyen

Mai Nguyen

Photo of team member
Mai Nguyen
CFP®
Financial Advisor
Phone: 
(949) 223-8265
E-mail: 
mai.nguyen@tfgroup.com

CA License No. 0B74666

Mai has been in the Financial Services 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 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 Securian Financial Services Inc, 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.

2630302, DOFU 07/2019

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

Additional info

  • Sitemap

Contact us

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

© 2022 Tax & Financial Group. All rights reserved.

Website Design For Financial Services Professionals