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CERTIFIED FINANCIAL PLANNER

Sarah E. Stouffer

CA License No. 0C38502
CFP®

Sarah specializes in guiding her clients with the accumulation and preservation of wealth through comprehensive financial strategies. She started her career in the financial services industry during college while working at Union Bank of California. After receiving her Bachelor of Science degree in Financial Services from San Diego State University she started her practice at American Express Financial Advisors in 1998 (now known as Ameriprise). In 2004 she joined the team at Tax and Financial Group.

Sarah holds a Certificate of Financial Planning and has been a Certified Financial Planner (CFP®) Practitioner since 2000. In addition, she holds the series 7, 63, and 65 securities registrations and insurance licenses. She is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.

Sarah enjoys giving back to the community and is involved in Tax & Financial Group’s “We Care For Kids, Inc.” non-profit organization which benefits the Make-A-Wish Foundation. Sarah currently lives in Costa Mesa with her husband, Jonathan, and their two daughters, Morgan and Hadley.

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.
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

CERTIFIED FINANCIAL PLANNER

Sarah E. Stouffer

CA License No. 0C38502
CFP®

Sarah specializes in guiding her clients with the accumulation and preservation of wealth through comprehensive financial strategies. She started her career in the financial services industry during college while working at Union Bank of California. After receiving her Bachelor of Science degree in Financial Services from San Diego State University she started her practice at American Express Financial Advisors in 1998 (now known as Ameriprise). In 2004 she joined the team at Tax and Financial Group.

Sarah holds a Certificate of Financial Planning and has been a Certified Financial Planner (CFP®) Practitioner since 2000. In addition, she holds the series 7, 63, and 65 securities registrations and insurance licenses. She is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.

Sarah enjoys giving back to the community and is involved in Tax & Financial Group’s “We Care For Kids, Inc.” non-profit organization which benefits the Make-A-Wish Foundation. Sarah currently lives in Costa Mesa with her husband, Jonathan, and their two daughters, Morgan and Hadley.

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.
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

Contact

Email:sarah.stouffer@tfgroup.com

Phone: (949) 223-8358

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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