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  2. Shelly Kapfhammer

Shelly Kapfhammer

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Shelly Kapfhammer
CLTC, LTCP
LTC Specialist
Phone: 
(949) 223-8206
E-mail: 
shelly.kapfhammer@tfgroup.com

CA License No. 0B66067

Shelly Kapfhammer is the Long Term Care Specialist for the Tax & Financial Group in Newport Beach. Shelly provides training and education to Financial Advisors, Life Insurance Professionals, Property and Casualty Agents, CPAs, and Attorneys on the importance of Long Term Care in their portfolio. She works closely with the group health market on the need for Long Term Care as a health benefit in the workplace, as well as, affinity groups and associations. Shelly also personally sells Long Term Care insurance to the individual and group market.

Shelly began her insurance career in 1995. She has taught continuing education classes for the Orange County Health Underwriters Association (OCHUA), the Orange County Association of Insurance and Financial Advisors (OCAIFA), and the San Diego and Orange County Financial Planning Associations (FPA). She has been a featured speaker for the Association of Life and Health Administrators (ALHA), Newport Beach Chamber of Commerce and Library, the Elder Law Department at Chapman College, and USAA memebers. She also conducts ongoing training for Financial Services Representatives for local banking institutions and Credit Unions.

Shelly received her Associates of Arts degree from Saddleback College in 1980 and was a Certified Property Manager (CPM) for a Commercial Real Estate industry for over 10 years before starting a career in the insurance industry. She has received her LTCP designation (Long Term Care Professional), her CLTC designation (Certified in Long Term Care), and has been a CLTC instructor.

Shelly has been a guest speaker on the Los Angeles radio station 99.3 KCLA. She resides in Newport Beach and is very active in the support of women business owners and women in sports. Shelly is a member of the American Association for Long Term Care Insurance. She also received her pilots license in 1992.

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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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