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  2. Sean McCloskey

Sean McCloskey

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Sean McCloskey
Managing Partner
Phone: 
(949) 223-8211
E-mail: 
sean.mccloskey@tfgroup.com

Sean McCloskey is Managing Director of Financial Services at Tax & Financial Group in Newport Beach, California where he advises owners of small and mid-sized businesses on business succession and exit planning. Sean has advised hundreds of private and public companies in a wide range of industries on a wide range of strategic and financial transactions throughout his career.

Prior to joining Tax & Financial Group, Sean was with CB Health Ventures, a New York-based venture capital firm.  Previously, Sean was an investment banker in New York with firms including Lehman Brothers, ING Barings, and Smith Barney.  Sean began his career with Ernst & Young in Los Angeles.  

With experience in business valuation, investment banking, private equity, venture capital and public accounting, Sean has advised clients on planning and executing a wide range of transactions and strategies including mergers and acquisitions, ESOPs, private placements, IPOs, recapitalizations, spin-offs, among other transactions.  

Sean is a licensed CPA, a member of the AICPA and has earned his ABV designation.   Sean has his Series 7, Series 24 and Series 66 FINRA registrations.  Sean has served as an adjunct professor to the Paul Merage School of Business at UC Irvine for the Executive MBA Program.  Sean received his MBA from the Wharton School at the University of Pennsylvania and his Bachelor’s degree in Accounting from the University of Southern California.

Sean is a registered representative and investment advisor representative of Securian Financial Services, Inc. 

3106996 DOFU 06/2020

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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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