Tax & Financial Group Employee Directory

Q: What is Tax & Financial Group known for?

Tax & Financial Group was founded in 1970. Tax & Financial Group operates in the Financial Services industry.

Q: How many employees does Tax & Financial Group have currently?

Tax & Financial Group has approximately 751 employees.

Financial ServicesCalifornia, United States501-1000 Employees

Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise.  TFG provides a wide range of financial services in the following areas: 

Financial Planning 
Investment Management  
Business Planning 
Insurance Services 

 

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. 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 tax or legal advice.

4001 MacArthur Blvd., Suite 300, Newport Beach, CA 92660

Find Tax & Financial Group employees' phone numbers or email addresses

Tax & Financial Group Global Highlights

North America
221

United States Of America
218
Canada
2
Mexico
1

Asia
103

India
37
Iran
25
Indonesia
20
Viet Nam
5
China
4
Pakistan
3
Israel
1
Lao People's Democratic Republic
1
Mongolia
1
Cambodia
1
Qatar
1
Sri Lanka
1
Yemen
1
Kazakhstan
1
Philippines
1

Europe
18

United Kingdom Of Great Britain And Northern Ireland
4
Ukraine
2
Albania
2
Netherlands
2
Germany
1
Denmark
1
Croatia
1
Finland
1
Slovakia
1
Serbia
1
Hungary
1
Greece
1

Africa
11

Egypt
5
Mauritius
1
Tanzania
1
Nigeria
1
South Africa
1
Kenya
1
Uganda
1

South America
9

Chile
5
Ecuador
3
Colombia
1

Oceania
1

Australia
1

Tax & Financial Group's Leadership

E. J.
Chief Executive Officer
Mobile Phone
Email
R. S.
Ceo
Mobile Phone
Email
A. A.
Ceo
Mobile Phone
Email
G. M.
Chief Marketing Officer
Mobile Phone
Email
A. B.
President
Mobile Phone
Email
A. L. L. C.
Owner
Mobile Phone
Email
R. K.
Financial Advisor, Clu, Chfc
Mobile Phone
Email
A. G.
Owner
Mobile Phone
Email

Tax & Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Community & Social Services
Finance
Business
Other

Contact profiles from Tax & Financial Group

Name

Title

Contact Info

Location

Last Update

E. J.
Chief Executive Officer
Mobile Phone
Email
United StatesGeorgia
Aug 07, 2025
A. L. L. C.
Owner
Mobile Phone
Email
United StatesWyoming
Oct 19, 2025
R. K.
Financial Advisor, Clu, Chfc
Mobile Phone
Email
United StatesHawaii
Nov 17, 2025
A. G.
Owner
Mobile Phone
Email
Oct 23, 2024
C. A.
Owner
Mobile Phone
Email
Oct 18, 2024
D. M.
Owner
Mobile Phone
Email
Oct 29, 2024
G. M.
Chief Marketing Officer
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
M. C.
Funder And Owner Of
Mobile Phone
Email
Oct 22, 2024
M. G.
Investment Advisor And Associate Partner
Mobile Phone
Email
Jun 03, 2025
P. T.
Managing Partner
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Tax & Financial Group known for?

Tax & Financial Group was founded in 1970 operates in the Financial Services industry. The company's main headquarters is located in 4001 Macarthur Boulevard 3rd Floor Newport Beach, California 92660 United States; you can contact the main corporate office by phone at

+1-949-223-****

. Explore Tax & Financial Group's company overview page for more information.

What is Tax & Financial Group's most common email format?

Tax & Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tax & Financial Group email formats with LeadIQ.

How many employees does Tax & Financial Group have currently?

Tax & Financial Group has approximately 751 employees as of February 2026. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are Tax & Financial Group's key employees and leadership?

As of February 2026, Tax & Financial Group's key employees include:

Chief Executive Officer: E. J.
Ceo: R. S.
Ceo: A. A.
Chief Marketing Officer: G. M.
President: A. B.

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