Tax and Financial Group
Description
Address: 4001 MacArthur Blvd #300, Newport Beach, CA 92660 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 223-8100Place name: : Category: : : : Website: : : Website: http://www.tfgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 1.5-5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Tax & Financial Group Posting publicly on the Web Write a review Reviews 2 Google reviews
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Tax and Financial Group Employees
Employee
Years
Job
Industry
Talia Fuentes Talia Fuentes's Tax and Financial Group Experience January 2015 - Present
Job Client Services Coordinator
Industry Financial Services
Experience
Tax and Financial Group January 2015 - Present
Live Nation Entertainment September 2014 - January 2015
Venice Beach Music Fest April 2013 - August 2014
Shore Records August 2011 - March 2013
Skills
Event Planning, Public Speaking, Social Media, Research, Community Outreach, Advertising, Project Management, Friendly Personality, Team Leadership, •Highly organized and..., Music Publishing, Persuasion, Business Communications, Music in Cultures, American Sign Language, African Studies, Communication in..., Microsoft Excel, Insurance, Health Insurance, Cash Flow
Education
California State University-Long Beach 2011 — 2014
Bachelor of Arts (B.A.), Major: Communications Studies & Minor: Marketing
California State University-Long Beach
Tax and Financial Group January 2015 - Present
Live Nation Entertainment September 2014 - January 2015
Venice Beach Music Fest April 2013 - August 2014
Shore Records August 2011 - March 2013
Skills
Event Planning, Public Speaking, Social Media, Research, Community Outreach, Advertising, Project Management, Friendly Personality, Team Leadership, •Highly organized and..., Music Publishing, Persuasion, Business Communications, Music in Cultures, American Sign Language, African Studies, Communication in..., Microsoft Excel, Insurance, Health Insurance, Cash Flow
Education
California State University-Long Beach 2011 — 2014
Bachelor of Arts (B.A.), Major: Communications Studies & Minor: Marketing
California State University-Long Beach
Matthew Curtis Matthew Curtis's Tax and Financial Group Experience April 2004 - July 2004
Job Founding Partner at Top App
Industry Computer Games
Experience
Kabam September 2010 - February 2015
Triage Consulting Group August 2006 - August 2010
Lucasfilm August 2004 - December 2005
Tax and Financial Group April 2004 - July 2004
Education
University of California, San Diego 2002 — 2006
B.S.
Kabam September 2010 - February 2015
Triage Consulting Group August 2006 - August 2010
Lucasfilm August 2004 - December 2005
Tax and Financial Group April 2004 - July 2004
Education
University of California, San Diego 2002 — 2006
B.S.
Kelsey Hayton Kelsey Hayton's Tax and Financial Group Experience January 2011 - May 2011
Job Management Associate
Industry Human Resources
Experience
RR Donnelley July 2014 - Present
RR Donnelley October 2013 - Present
OCPC - An RR Donnelley Company July 2012 - October 2013
UC Irvine Career Center September 2011 - June 2012
usCalibration Incorporated June 2011 - June 2012
UC Irvine Career Center September 2010 - June 2012
Tax and Financial Group January 2011 - May 2011
Skills
Management, PowerPoint, Access, Outlook, Leadership, Recruiting, Microsoft Word, Leadership Development, Interviews, Employee Relations, Marketing, Visio, Recruitment/Retention, Customer Service, Coordination, Team Building, Program Management, Microsoft Office, Conducting Interviews, Coordinating Events, Public Speaking, Word, Microsoft Excel, Adobe Creative Suite
Education
The University of Texas at San Antonio 2015 — 2018
Master of Education (M.Ed.), Curriculum and Instruction
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.83/4.0
RR Donnelley July 2014 - Present
RR Donnelley October 2013 - Present
OCPC - An RR Donnelley Company July 2012 - October 2013
UC Irvine Career Center September 2011 - June 2012
usCalibration Incorporated June 2011 - June 2012
UC Irvine Career Center September 2010 - June 2012
Tax and Financial Group January 2011 - May 2011
Skills
Management, PowerPoint, Access, Outlook, Leadership, Recruiting, Microsoft Word, Leadership Development, Interviews, Employee Relations, Marketing, Visio, Recruitment/Retention, Customer Service, Coordination, Team Building, Program Management, Microsoft Office, Conducting Interviews, Coordinating Events, Public Speaking, Word, Microsoft Excel, Adobe Creative Suite
Education
The University of Texas at San Antonio 2015 — 2018
Master of Education (M.Ed.), Curriculum and Instruction
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.83/4.0
Cathy Fitzpatrick, CFP®, CLTC® Cathy Fitzpatrick, CFP®, CLTC®'s Tax and Financial Group Experience January 1990 - Present
Job Financial Strategist at Tax and Financial Group and Speaker on Financial Topics
Industry Financial Services
Experience
Tax and Financial Group January 1990 - Present
Education
University of New Hampshire - Whittemore School of Business and Economics 1977 — 1981
Bachelor of Science, Business Administration
Tax and Financial Group January 1990 - Present
Education
University of New Hampshire - Whittemore School of Business and Economics 1977 — 1981
Bachelor of Science, Business Administration
Stephen Branscom, MBA Stephen Branscom, MBA's Tax and Financial Group Experience 2011 - 2012
Job Senior Account Recruiter
Industry Financial Services
Experience
Self Employed July 2015 - Present
CARRINGTON GARRETT EXECUTIVE SEARCH October 2013 - July 2015
Tax and Financial Group 2011 - 2012
Federal Financial Group 2010 - 2011
GH Auto Brokerage 2007 - 2009
Morgan Stanley 1985 - 2007
Skills
Team Leadership, Sales, Project Management, Operations Management, Financial Analysis, Management, Process Improvement, Inventory Management, Marketing Strategy, Business Strategy, Leadership, Retail, Leadership Development, Business Planning, Start-ups, Strategy, Business Development, Risk Management, Training, Cross-functional Team..., Entrepreneurship, Finance, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Strategic Financial..., Small Business, Business Analysis, Financial Modeling, Financial Planning, Account Management, Recruiting
Education
University of Washington 1981 — 1983
Master of Business Administration (MBA)
United States Military Academy at West Point
Bachelor of Science (BS), General Engineering
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA), Business Administration
Self Employed July 2015 - Present
CARRINGTON GARRETT EXECUTIVE SEARCH October 2013 - July 2015
Tax and Financial Group 2011 - 2012
Federal Financial Group 2010 - 2011
GH Auto Brokerage 2007 - 2009
Morgan Stanley 1985 - 2007
Skills
Team Leadership, Sales, Project Management, Operations Management, Financial Analysis, Management, Process Improvement, Inventory Management, Marketing Strategy, Business Strategy, Leadership, Retail, Leadership Development, Business Planning, Start-ups, Strategy, Business Development, Risk Management, Training, Cross-functional Team..., Entrepreneurship, Finance, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Strategic Financial..., Small Business, Business Analysis, Financial Modeling, Financial Planning, Account Management, Recruiting
Education
University of Washington 1981 — 1983
Master of Business Administration (MBA)
United States Military Academy at West Point
Bachelor of Science (BS), General Engineering
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA), Business Administration
Catherine Utley, CFP® Catherine Utley, CFP®'s Tax and Financial Group Experience January 2011 - Present
Job Sr. Manager of Financial Planning at Tax and Financial Group
Industry Financial Services
Experience
Tax and Financial Group January 2011 - Present
Merrill Lynch October 2008 - January 2011
Signature Resources/John Hancock Financial Network October 2007 - October 2008
Novastar Financial June 2001 - October 2007
Skills
Investments, Strategic Financial..., Estate Planning, Securities, Risk Management, Retirement Planning, Life Insurance, Wealth Management, Insurance, 401k, Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Retirement, Financial Modeling, Financial Analysis, Asset Allocation, Disability Insurance, Business Planning, Commercial Banking, Small Business, Asset Management, Asset Managment
Education
The American College 2014 — 2016
Master’s Degree, Financial Services
University of Phoenix 2003 — 2007
Bachelor’s Degree, Business Finance
Tax and Financial Group January 2011 - Present
Merrill Lynch October 2008 - January 2011
Signature Resources/John Hancock Financial Network October 2007 - October 2008
Novastar Financial June 2001 - October 2007
Skills
Investments, Strategic Financial..., Estate Planning, Securities, Risk Management, Retirement Planning, Life Insurance, Wealth Management, Insurance, 401k, Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Retirement, Financial Modeling, Financial Analysis, Asset Allocation, Disability Insurance, Business Planning, Commercial Banking, Small Business, Asset Management, Asset Managment
Education
The American College 2014 — 2016
Master’s Degree, Financial Services
University of Phoenix 2003 — 2007
Bachelor’s Degree, Business Finance
Donald Kelley's Tax and Financial Group Experience October 2012 - Present
Job Financial Advisor at Tax and Financial Group
Industry Financial Services
Experience
Tax and Financial Group October 2012 - Present
Monex Deposit Company 2000 - 2012
Skills
Investments, Equities, Marketing, Portfolio Management, Risk Management, Strategic Planning, Financial Analysis, New Business Development, Negotiation, Start-ups, Business Strategy, Trading, Alternative Investments, Banking, Investment Banking, Management, Asset Managment, Valuation
Education
Boston College
Bachelor of Arts, English (Creative Writing)
Tax and Financial Group October 2012 - Present
Monex Deposit Company 2000 - 2012
Skills
Investments, Equities, Marketing, Portfolio Management, Risk Management, Strategic Planning, Financial Analysis, New Business Development, Negotiation, Start-ups, Business Strategy, Trading, Alternative Investments, Banking, Investment Banking, Management, Asset Managment, Valuation
Education
Boston College
Bachelor of Arts, English (Creative Writing)
Meredith (Meade) Reilly Meredith (Meade) Reilly's Tax and Financial Group Experience September 2009 - December 2009
Job Account Manager at Runyon Saltzman Einhorn
Industry Marketing and Advertising
Experience
Runyon Saltzman Einhorn June 2015 - Present
Moroch Partners January 2014 - May 2015
Express Media April 2012 - January 2014
Rauxa September 2011 - April 2012
Neudesic May 2011 - September 2011
Neudesic January 2010 - May 2011
Tax and Financial Group September 2009 - December 2009
Skills
Email Marketing, Digital Marketing, Marketing Communications, CRM, Social Media Marketing, Marketing, Market Research, Facebook, Social Networking, Social Media, Management, Marketing Strategy, Advertising, Sales, Event Planning
Education
California State University-Long Beach - College of Business Administration 2005 — 2009
B.S., Marketing
Runyon Saltzman Einhorn June 2015 - Present
Moroch Partners January 2014 - May 2015
Express Media April 2012 - January 2014
Rauxa September 2011 - April 2012
Neudesic May 2011 - September 2011
Neudesic January 2010 - May 2011
Tax and Financial Group September 2009 - December 2009
Skills
Email Marketing, Digital Marketing, Marketing Communications, CRM, Social Media Marketing, Marketing, Market Research, Facebook, Social Networking, Social Media, Management, Marketing Strategy, Advertising, Sales, Event Planning
Education
California State University-Long Beach - College of Business Administration 2005 — 2009
B.S., Marketing
Kevin Phan's Tax and Financial Group Experience June 2009 - August 2009
Job Software Firmware Engineer at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard September 2012 - Present
Broadcom December 2009 - August 2012
Tax and Financial Group June 2009 - August 2009
Skills
Embedded Systems, C++, C, TCL, Subversion, Computer Architecture, Git, Perl, Linux, Software Development, Firmware, Testing, Embedded Software, Jenkins, VLSI, ClearCase, Java, SPICE, Verilog, Microsoft Office, Databases, Software Engineering, Integration, CMOS, HSpice, Photoshop, Operating Systems, Algorithms, Windows, RTOS, Test Automation, RAID, Coverity, Static Code Analysis, Assembly Language, SCSI, SAS, I2C, Computer Engineering, Green Hills, GNU Make, Bash, Storage, Debugging, Hardware, Microcontrollers
Education
California State University-Fullerton 2010 — 2012
M.S, Electrical Engineering
University of California, Irvine 2006 — 2010
B.S, Computer Engineering
Hewlett-Packard September 2012 - Present
Broadcom December 2009 - August 2012
Tax and Financial Group June 2009 - August 2009
Skills
Embedded Systems, C++, C, TCL, Subversion, Computer Architecture, Git, Perl, Linux, Software Development, Firmware, Testing, Embedded Software, Jenkins, VLSI, ClearCase, Java, SPICE, Verilog, Microsoft Office, Databases, Software Engineering, Integration, CMOS, HSpice, Photoshop, Operating Systems, Algorithms, Windows, RTOS, Test Automation, RAID, Coverity, Static Code Analysis, Assembly Language, SCSI, SAS, I2C, Computer Engineering, Green Hills, GNU Make, Bash, Storage, Debugging, Hardware, Microcontrollers
Education
California State University-Fullerton 2010 — 2012
M.S, Electrical Engineering
University of California, Irvine 2006 — 2010
B.S, Computer Engineering
Shamir Naran Shamir Naran's Tax and Financial Group Experience March 2010 - June 2010
Job Finance Analyst at GLOVIS America, Inc.
Industry Financial Services
Experience
GLOVIS America, Inc. March 2015 - Present
GLOVIS America, Inc. June 2013 - February 2015
Pakmail May 2008 - June 2013
Fisker Automotive March 2012 - December 2012
Tax and Financial Group March 2010 - June 2010
Skills
Microsoft Excel, SAP Business Software, Microsoft Word, Microsoft PowerPoint
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Business Economics
GLOVIS America, Inc. March 2015 - Present
GLOVIS America, Inc. June 2013 - February 2015
Pakmail May 2008 - June 2013
Fisker Automotive March 2012 - December 2012
Tax and Financial Group March 2010 - June 2010
Skills
Microsoft Excel, SAP Business Software, Microsoft Word, Microsoft PowerPoint
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Business Economics
Joseph Dattolo's Tax and Financial Group Experience August 2007 - March 2009
Job Senior Vice President Capital Markets at Ascendant Capital LLC.
Industry Financial Services
Experience
Ascendant Capital March 2013 - Present
Bloomberg April 2011 - March 2013
Tax and Financial Group August 2007 - March 2009
Susquehanna International Group October 1999 - August 2007
Skills
Investments, Alternative Investments, Series 7, Securities, Equities, Fixed Income, Customer Relations, Bloomberg, Capital Markets, Hedge Funds, Banking, ETFs, Customer Service, FINRA, Financial Markets, Mutual Funds, Series 63
Education
Stonehill College 1995 — 1999
Bachelor of Science, Finance
Christian Brothers Academy 1991 — 1995
Ascendant Capital March 2013 - Present
Bloomberg April 2011 - March 2013
Tax and Financial Group August 2007 - March 2009
Susquehanna International Group October 1999 - August 2007
Skills
Investments, Alternative Investments, Series 7, Securities, Equities, Fixed Income, Customer Relations, Bloomberg, Capital Markets, Hedge Funds, Banking, ETFs, Customer Service, FINRA, Financial Markets, Mutual Funds, Series 63
Education
Stonehill College 1995 — 1999
Bachelor of Science, Finance
Christian Brothers Academy 1991 — 1995
Jennifer Beebe Jennifer Beebe's Tax and Financial Group Experience October 2004 - May 2005
Job Manager, IT Asset Management and Contracts at BCBSNC
Industry Information Services
Experience
BCBSNC December 2013 - Present
Aviat Networks (formerly Harris Stratex Networks) September 2009 - December 2013
Harris Stratex Networks June 2007 - September 2009
CPS Insurance Services September 2005 - May 2007
Tax and Financial Group October 2004 - May 2005
Skills
Wireless, Telecommunications, Product Management, Program Management, Cross-functional Team..., Product Marketing, VoIP, Strategic Planning, Project Management, IP, Microsoft Excel, Process Improvement, Customer Service, Competitive Analysis, Marketing, Product Development, Solution Selling, WiMAX
Education
North Carolina State University - College of Management 2010 — 2012
Master of Business Administration (MBA), Supply Chain Management and Marketing Management
California State University-Fullerton - College of Business and Economics 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, Finance
BCBSNC December 2013 - Present
Aviat Networks (formerly Harris Stratex Networks) September 2009 - December 2013
Harris Stratex Networks June 2007 - September 2009
CPS Insurance Services September 2005 - May 2007
Tax and Financial Group October 2004 - May 2005
Skills
Wireless, Telecommunications, Product Management, Program Management, Cross-functional Team..., Product Marketing, VoIP, Strategic Planning, Project Management, IP, Microsoft Excel, Process Improvement, Customer Service, Competitive Analysis, Marketing, Product Development, Solution Selling, WiMAX
Education
North Carolina State University - College of Management 2010 — 2012
Master of Business Administration (MBA), Supply Chain Management and Marketing Management
California State University-Fullerton - College of Business and Economics 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, Finance
Eddy Laura's Tax and Financial Group Experience May 2005 - August 2005
Job Deals Desk Analyst at Proofpoint
Industry Hospital & Health Care
Experience
Proofpoint July 2014 - Present
Polycom March 2014 - July 2014
Concordia International Forwarding Corporation April 2013 - March 2014
Bay City Medical Supply July 2011 - March 2013
VWR International February 2007 - June 2011
Global Products Resources July 2006 - December 2006
Tax and Financial Group May 2005 - August 2005
Skills
Project Management, Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Management, Pricing, Customer Service, Selling, Account Management, Marketing, Sales, PowerPoint
Education
San Diego State University-California State University 2003 — 2006
Finance
Proofpoint July 2014 - Present
Polycom March 2014 - July 2014
Concordia International Forwarding Corporation April 2013 - March 2014
Bay City Medical Supply July 2011 - March 2013
VWR International February 2007 - June 2011
Global Products Resources July 2006 - December 2006
Tax and Financial Group May 2005 - August 2005
Skills
Project Management, Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Management, Pricing, Customer Service, Selling, Account Management, Marketing, Sales, PowerPoint
Education
San Diego State University-California State University 2003 — 2006
Finance
Chad Milling's Tax and Financial Group Experience 1994 - 2003
Job Financial Consultant at Highmark Financial Solutions Group
Industry Insurance
Experience
Highmark Financial Solutions Group 2003 - Present
BNI® 2008 - 2015
BNI® 2008 - 2015
BNI® 2008 - 2015
Tax and Financial Group 1994 - 2003
Skills
Term Life Insurance, Long Term Care Insurance, Disability Insurance, Universal Life, Whole Life, Succession Planning, 401k Rollovers, Buy-sell Agreements, Key Person Insurance, Estate Tax Planning, Simple IRA, Volleyball, Adventure Travel, Boating, Insurance Planning, Retirement Income..., Annuities, Variable Universal Life, IRA Rollovers, Scuba Diving, Backpacking
Education
UC Irvine 1989 — 1994
BA, Economics
Highmark Financial Solutions Group 2003 - Present
BNI® 2008 - 2015
BNI® 2008 - 2015
BNI® 2008 - 2015
Tax and Financial Group 1994 - 2003
Skills
Term Life Insurance, Long Term Care Insurance, Disability Insurance, Universal Life, Whole Life, Succession Planning, 401k Rollovers, Buy-sell Agreements, Key Person Insurance, Estate Tax Planning, Simple IRA, Volleyball, Adventure Travel, Boating, Insurance Planning, Retirement Income..., Annuities, Variable Universal Life, IRA Rollovers, Scuba Diving, Backpacking
Education
UC Irvine 1989 — 1994
BA, Economics