Tax & Financial Group

09/22/2026

Welcome Fall! We are looking forward to great moments together with our team, we wrapped up the Summer with our annual TFG celebration, enjoying an afternoon on the Duffy boats followed by dinner together. It was a great opportunity to step outside of the office, spend time together as a team, and recognize the hard work and dedication of our team throughout the year. We are grateful for the people who make TFG such a special place to work and could not think of a better way to close out the summer! 🌊

09/21/2026

Welcome Michael to TFG! We are so happy to have you as a part of the team!

Michael Fonville, CFP®, has spent nearly a decade in financial services building a practice defined by trust – and by being, in his words, a "wealth management problem solver" for his clients.

Based in Newport Beach, California, Michael takes pride in building meaningful relationships and educating clients so they feel secure in their strategies, no matter what the market brings.

Partnering with Cetera and Tax & Financial Group gives him a comprehensive offering built for the coordination that successful wealth management requires.

09/02/2026

Join TFG for our Blood Drive Tomorrow, register at: https://www.redcrossblood.org/give.html/drive-results?zipSponsor=TFGroup

08/12/2026

We’re proud to celebrate four TFG associates who served as speakers at the 2026 Cetera Connect2Peers Conference in Utah last week, sharing their expertise with advisors from across the country.

🎤 Sacha Mackels and Amanda Whitney presented on building meaningful client relationships through comprehensive financial planning.

🎤 Nate Crowther shared insights on navigating change in the financial services profession.

🎤 Andy O’Brien joined a featured panel on risk management strategies.

We’re proud of their commitment to professional excellence and collaboration.

Click Here to Read More: https://www.tfgroup.com/tax-financial-group-advisors-share-expertise-at-cetera-connect2peers-conference/

08/05/2026

Last week, TFG hosted our Investment Symposium, bringing together advisors and industry leaders for a day of learning, collaboration, and valuable insights.

One of the highlights was hearing from TFG Experienced Advisor Mike Gabrielian, CFP®, CLU who shared his perspective on practice management, building lasting client relationships, and making the most of firm resources to better serve clients.

We were also grateful to welcome guest speakers from some of our trusted industry partners, including Cetera, StepStone, Russell Investments, and TriState Capital Bank, who provided timely market insights and investment perspectives.

Thank you to everyone who participated and helped make this year's symposium a success

07/14/2026

We're thrilled to have our TFG Summer Externs with us! It's been exciting to watch them dive into the industry, gain hands on experience, and continue learning. Their curiosity, enthusiasm, and positive energy have made a wonderful impact around the office, and we're grateful to have them as part of the team this Summer.

06/29/2026

Our TFGives crew had an amazing time supporting the 2026 Walk the Farm event at Tanaka Farms!

A huge thank you to everyone who participated, volunteered, and helped make the day such a success. We’re also grateful to the event organizers for putting together such a fun and meaningful event in support of a truly great cause.

We love being part of opportunities that bring our community together and make a positive impact. Thank you to everyone who joined us!

06/22/2026

Let the Summer begin! ☀️

06/18/2026

Good friends getting together at Cetera's COE

06/02/2026

We couldn't be happier that Amanda Whitney, AIF®, CDFA® joined our firm. She's been a great addition to our team and culture. Congratulations & we're excited for what's ahead!