Tax & Financial Group
Tami Anderson has a Bachelor of Arts (B.A.) in History from California Polytechnic State University-San Luis Obispo. Tami has worked in various roles including Investment Associate at Tax & Financial Group, Support Services Specialist at First American, Client Services at Curian Capital, and Securities Specialist at First American Trust, FSB. Tami also has experience in banking operations at First American and Bank of America.
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.