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

Minus sign iconPlus sign icon
  • United States Of America
    183
  • Canada
    2
  • Jamaica
    1

Asia
120

Minus sign iconPlus sign icon
  • 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

Minus sign iconPlus sign icon
  • 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

Minus sign iconPlus sign icon
  • Egypt
    4
  • Nigeria
    3
  • Mauritius
    1
  • Uganda
    1
  • Algeria
    1
  • South Africa
    1

South America
6

Minus sign iconPlus sign icon
  • Brazil
    2
  • Chile
    2
  • Argentina
    1
  • Colombia
    1

Oceania
4

Minus sign iconPlus sign icon
  • 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
  • Financial Advisor at Tax & Financial Group
    K. L.
    Financial Advisor
    Oct 23, 2024
  • Software Engineer at Tax & Financial Group
    M. H.
    Software Engineer
    Iran
    Feb 28, 2024
  • Tax And Accounting at Tax & Financial Group
    M. J.
    Tax And Accounting
    Apr 24, 2025
  • Insurance Salesperson at Tax & Financial Group
    M. G.
    Insurance Salesperson
    Oct 18, 2024
  • Investment Advisor And Associate Partner at Tax & Financial Group
    M. G.
    Investment Advisor And Associate Partner
    Jun 09, 2025
  • Clerk at Tax & Financial Group
    Z. A.
    Clerk
    Iran
    Aug 28, 2026
  • Tax at Tax & Financial Group
    Е. К.
    Tax
    Russia
    Sep 11, 2026
  • Tax Inspector at Tax & Financial Group
    K. A.
    Tax Inspector
    Israel
    May 30, 2026
  • Accounting at Tax & Financial Group
    N. K.
    Accounting
    Indonesia
    Jun 15, 2026
  • Tax at Tax & Financial Group
    A. O.
    Tax
    Iran
    Aug 29, 2026

Frequently Asked Questions

What is Tax & Financial Group known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.