* 401K & IRA Rollovers
Art, an Associate Partner, has been with the Tax & Financial Group (TFG) since 1994. Prior to joining TFG he worked in the Real Estate Finance industry for 10 years. At TFG, Art provides expert guidance to his clients for a lifetime of financial security by helping them identify their definitions of financial security and then focusing on solutions that can help transform those financial goals into a reality. He is committed to finding the right solutions for his clients' personal, family or business needs. Art utilizes his own knowledge and experience in combination with the expertise of a team of specialists available through TFG. Together, they provide innovative solutions and professional direction to help clients accomplish their objectives.
Art is a member of The Million Dollar Round Table (MDRT), an international network of financial services professionals and the National Association of Insurance and Financial Advisors (NAIFA). Additionally, he holds multiple securities registrations including the series 6, 7, 63, and 65. Art is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC.
As an alumnus of California Polytechnic University, San Luis Obispo, Art maintains a commitment to his alma mater and college fraternity as a lifetime member of both the Cal-Poly Alumni Association and Lambda Chi Alpha Alumni Association. In his free time, Art enjoys traveling, playing golf, mountain biking, and wine. Art holds a WSET Level II Intermediate Certification in Wine and Spirits. He also enjoys donating time to TFG’s annual “We Care for Kids” golf tournament, which benefits the Make-A-Wish Foundation of Orange County and the Inland Empire. Art’s involvement was recently featured in the organizations newsletter. Click here to see the article.
Art currently resides in Orange County, California with his wife Michelle.
Art’s professional philosophy:
"In servicing my clients, I shall, in light of all circumstances, recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself."
Arthur D. Veyna (CA Insurance License 0B50924) is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group is independently owned and operated.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
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