Tax & Financial Group
Jungdae (Eric) Kim, CFP is a Certified Financial Planner with experience at Tax & Financial Group, Equitable Advisors, AXA Advisors, LLC, and Principal Financial Group. Jungdae (Eric) holds a Bachelor's degree in Accounting and Finance from Louisiana State University, along with certificate programs in Personal Financial Planning and Estate Planning from UC Berkeley Extension and the National Institute of Certified Estate Planners, respectively.
Tax & Financial Group
Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. TFG provides a wide range of financial services in the following areas: Financial Planning Investment Management Business Planning Insurance Services Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera.