What departments does Tax & Financial Group have?

Tax & Financial Group has employees across 13 departments including Entrepreneurship, Finance, Accounting, Customer Success, Analytics.

What is the largest department at Tax & Financial Group?

The largest department at Tax & Financial Group is Accounting with 6 employees.

Where are Tax & Financial Group employees located globally?

Tax & Financial Group has employees across 7 continents and 45 countries including Uganda, Egypt, Tanzania, South Africa, Kenya.

How has Tax & Financial Group's team size changed over time?

Tax & Financial Group's team has grown from approximately 189 to 195 employees based on available data.

Tax & Financial Group Employee Directory

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

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..

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.

Tax & Financial Group Global Highlights

North America
214

United States Of America
210
Canada
3
Mexico
1

Asia
103

India
36
Iran
26
Indonesia
21
Viet Nam
5
China
4
Pakistan
3
Sri Lanka
2
Cambodia
2
Israel
1
Mongolia
1
Qatar
1
Yemen
1

Europe
25

United Kingdom Of Great Britain And Northern Ireland
6
Ukraine
3
Albania
2
Netherlands
2
Hungary
2
Greece
2
Denmark
1
Croatia
1
Slovakia
1
Germany
1
Finland
1
Serbia
1
France
1
Ireland
1

Africa
12

Egypt
6
Uganda
1
Tanzania
1
South Africa
1
Kenya
1
Nigeria
1
Mauritius
1

South America
9

Chile
6
Ecuador
1
Argentina
1
Colombia
1

Oceania
1

Australia
1

Tax & Financial Group's Leadership

R. S.
Ceo
Mobile Phone
Email
H. R.
Chief Financial Officer
Mobile Phone
Email
K. N.
Chief Financial Officer
Mobile Phone
Email
H. R.
Chief Financial Officer
Mobile Phone
Email
A. G.
Owner
Mobile Phone
Email
C. A.
Owner
Mobile Phone
Email
D. M.
Owner
Mobile Phone
Email
M. C.
Funder And Owner Of
Mobile Phone
Email

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 Info

Location

Last Update

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
H. R.
Chief Financial Officer
Mobile Phone
Email
Iran
Nov 13, 2025
M. C.
Funder And Owner Of
Mobile Phone
Email
Oct 22, 2024
M. G.
Investment Advisor And Associate Partner
Mobile Phone
Email
Jun 09, 2025
P. T.
Managing Partner
Mobile Phone
Email
Oct 17, 2024
R. S.
Ceo
Mobile Phone
Email
IndiaWest Bengal
May 30, 2026
K. N.
Chief Financial Officer
Mobile Phone
Email
Vietnam
Mar 04, 2026
H. R.
Chief Financial Officer
Mobile Phone
Email
Iran
Mar 04, 2026

Frequently Asked Questions

What is Tax & Financial Group known for?

Tax & Financial Group was founded in 1970 operates in the Financial Services industry; 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 755 employees as of July 2026. These team members are located across 6 continents, including North AmericaAsiaEurope.

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

As of July 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.
Owner: A. G.

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Tax & Financial Group Employee Directory

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