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CASE DESIGN SPECIALIST

Todd Clemens

Todd Clemens has been in the financial services industry for nearly 10 years. At Tax & Financial Group (TFG), Todd specializes in supporting advisors as they work with their clients to improve and create insurance programs that align with clients’ financial concerns and goals. Prior to Tax & Financial Group, Todd worked at Met Life.

Todd is continually staying in front of new ideas, products and technicalities within the industry in order to maximize options available to serve advisors and their clients in developing a strong risk management strategy. Todd is a frequent speaker to advisors, clients and other field members on these topics. He has the Fellow Life Management Institute (FMLI) designation and degrees in English and Communications.

When he is not working, Todd enjoys the outdoors including hiking, camping, paddle boarding, biking, as well as cooking, spending time with his family, and playing the guitar. Todd is from Connecticut and currently resides in Huntington Beach with his wife and daughter.

Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC.
Tax & Financial Group is independently owned and operated.

CASE DESIGN SPECIALIST

Todd Clemens

Todd Clemens has been in the financial services industry for nearly 10 years. At Tax & Financial Group (TFG), Todd specializes in supporting advisors as they work with their clients to improve and create insurance programs that align with clients’ financial concerns and goals. Prior to Tax & Financial Group, Todd worked at Met Life.

Todd is continually staying in front of new ideas, products and technicalities within the industry in order to maximize options available to serve advisors and their clients in developing a strong risk management strategy. Todd is a frequent speaker to advisors, clients and other field members on these topics. He has the Fellow Life Management Institute (FMLI) designation and degrees in English and Communications.

When he is not working, Todd enjoys the outdoors including hiking, camping, paddle boarding, biking, as well as cooking, spending time with his family, and playing the guitar. Todd is from Connecticut and currently resides in Huntington Beach with his wife and daughter.

Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC.

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

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Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

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