Tax & Financial Group logo

Tax & Financial Group Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

Tax & Financial Group is a financial services firm based in Newport Beach, California, offering services that include financial planning, investment management, business planning, and insurance. The company describes its approach as tailored to individual needs to help clients grow, protect, and conserve wealth through personalized guidance and expertise. Securities are offered through Cetera Advisor Networks LLC, and advisory services are provided by Cetera Investment Advisers LLC, with Tax & Financial Group operating independently of Cetera.

Its client base includes individuals and business clients seeking comprehensive financial guidance to achieve long-term security and effective risk management. Within the financial services landscape, the firm positions itself as an independent practitioner that leverages Cetera's network while remaining separate from Cetera. A recent development is the firm's participation in Cetera Connect2Peers conferences, most recently in July 2025 in Orlando, where a representative spoke about advisory practice growth.

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

Tax & Financial Group Global Highlights

Location
Employees

North America
186

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  • United States Of America
    183
  • Canada
    2
  • Jamaica
    1

Asia
120

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  • Iran
    33
  • Indonesia
    24
  • India
    24
  • Viet Nam
    15
  • China
    6
  • Pakistan
    4
  • Sri Lanka
    2
  • Japan
    2
  • Russian Federation
    1
  • Jordan
    1
  • Israel
    1
  • Malaysia
    1
  • Turkey
    1
  • Bangladesh
    1
  • Philippines
    1
  • Cambodia
    1
  • Mongolia
    1
  • Yemen
    1

Europe
41

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  • United Kingdom Of Great Britain And Northern Ireland
    11
  • Netherlands
    6
  • Slovenia
    3
  • Greece
    3
  • Hungary
    2
  • Ireland
    2
  • France
    2
  • Ukraine
    2
  • Austria
    1
  • Bulgaria
    1
  • Norway
    1
  • Belgium
    1
  • Poland
    1
  • Albania
    1
  • Serbia
    1
  • Germany
    1
  • Sweden
    1
  • Azerbaijan
    1

Africa
11

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  • Egypt
    4
  • Nigeria
    3
  • Mauritius
    1
  • Uganda
    1
  • Algeria
    1
  • South Africa
    1

South America
6

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  • Brazil
    2
  • Chile
    2
  • Argentina
    1
  • Colombia
    1

Oceania
4

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  • Australia
    3
  • New Zealand
    1

Tax & Financial Group's Leadership

  • Ceo at Tax & Financial Group
    R. S.
    Ceo
  • Chief Financial Officer at Tax & Financial Group
    H. R.
    Chief Financial Officer
  • Chief Financial Officer at Tax & Financial Group
    K. N.
    Chief Financial Officer
  • Chief Financial Officer at Tax & Financial Group
    H. R.
    Chief Financial Officer
  • Head Of Section at Tax & Financial Group
    A. S.
    Head Of Section
  • Owner at Tax & Financial Group
    A. G.
    Owner
  • Owner at Tax & Financial Group
    C. A.
    Owner
  • Owner at Tax & Financial Group
    D. M.
    Owner

Tax & Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Finance
  • Business
  • Other
  • Consultant

Contact profiles from Tax & Financial Group

Name
Title
Contact
Location
Last Update
  • Tax at Tax & Financial Group
    A. Y.
    Tax
    Iran
    Sep 13, 2026
  • Tax Analyst at Tax & Financial Group
    V. S.
    Tax Analyst
    Sri Lanka
    May 28, 2026
  • Tax Accountant at Tax & Financial Group
    U. W.
    Tax Accountant
    Indonesia, Jakarta
    May 31, 2026
  • Taxation Lawyer at Tax & Financial Group
    S. K.
    Taxation Lawyer
    India, Bihar
    Jul 07, 2026
  • Mister at Tax & Financial Group
    B. B.
    Mister
    Netherlands, Gelderland
    Sep 15, 2026
  • Network Administrator at Tax & Financial Group
    M. P.
    Network Administrator
    Iran
    Sep 10, 2025
  • Will Tell U Later at Tax & Financial Group
    V. K.
    Will Tell U Later
    Mauritius
    May 28, 2026
  • Agent at Tax & Financial Group
    D. S.
    Agent
    Oct 23, 2024
  • Financial Advisor at Tax & Financial Group
    E. M.
    Financial Advisor
    Jun 08, 2026
  • Associate at Tax & Financial Group
    J. M.
    Associate
    Oct 23, 2024

Frequently Asked Questions

What is Tax & Financial Group known for?

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Tax & Financial Group was founded in 1970 and operates in the Financial Services industry. You can contact Tax & Financial Group's main corporate office by phone at . Explore Tax & Financial Group's company overview page for more information.

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

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Tax & Financial Group employees' email format typically follows the pattern of First.Last@tfgroup.com. 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?

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Tax & Financial Group has approximately 755 employees as of August 2026. These team members are located across 6 continents, including North America, Asia and Europe.

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

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

  • Ceo: R. S.
  • Chief Financial Officer: H. R.
  • Chief Financial Officer: K. N.
  • Chief Financial Officer: H. R.
  • Head Of Section: A. S.

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