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. Sarah E. Stouffer

Sarah E. Stouffer

Photo of team member
Sarah E. Stouffer
CFP®
Financial Advisor
Phone: 
(949) 223-8358
E-mail: 
sarah.stouffer@tfgroup.com

CA License No. 0C38502

Sarah specializes in guiding her clients with the accumulation and preservation of wealth through comprehensive financial strategies. Sarah 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, has been a Certified Financial Planner (CFP®) Practitioner since 2000. In addition she holds the series 7, 63, and 65 securities registrations.  She is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC.

Sarah enjoys giving back to the community and is involved in Tax & Financial Group’s “We Care For Kids, Inc.” nonprofit organization which benefits the Make-A-Wish Foundation. She has also competed in two mini-triathlons to raise money for Ovarian Cancer. Sarah currently lives in Costa Mesa with her husband Jonathan and daughters Morgan and Hadley.  

3084091 DOFU 05/2020

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