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. Taeyoon Kim

Taeyoon Kim

Photo of team member
Taeyoon Kim
Managing Director
Phone: 
(949) 223-8222
E-mail: 
Tae.Kim@TFGroup.com

CA License No. 0G37401

Born in Seoul, Korea, Taeyoon came to the United States when he was 11 years old. He attended University of Connecticut majoring in Economics and moved to San Diego in 2006. Taeyoon started in the financial industry with Bank of America. In addition to being a Financial Advisor, he has also taken a role as a mentor and guide to other advisors within his office.

As a respected advisor with Tax & Financial Group, Taeyoon assists those who share a passion for building and protecting their financial futures, while managing and reducing the impact of current financial obstacles. Through comprehensive financial strategies, He aligns clients' values with their financial goals. Taeyoon works closely with medical professionals as well as young professionals.

Taeyoon specializes in a comprehensive approach to his financial services practice that addresses:

Business Succession & Exit Strategies

  • Investment Advisory
  • Brokerage Accounts
  • Qualified Retirement Plans/IRA Issues
  • Charitable Gifting
  • Distribution of Wealth at Death
  • Insurance
  • Liability Issues

In addition to his responsibilities at Tax & Financial Group, Taeyoon is a Member/President of the Korean American Coalition San Diego.

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

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

© 2021 Tax & Financial Group. All rights reserved.

Website Design For Financial Services Professionals