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Tax and Financial Group

  • Financial Planning
  • Risk Management
4001 MacArthur Blvd., 3rd Floor
Newport Beach, CA 92660
(949) 223-8411

About Us

Karen and her team specialize in a comprehensive approach to her financial services practice that addresses:

- Business Transition Strategies
- Employee Benefits
- Executive Compensation read more
  • About

    Karen and her team specialize in a comprehensive approach to her financial services practice that addresses:

    - Business Transition Strategies
    - Employee Benefits
    - Executive Compensation Strategies
    - Annuities
    - Long Term Care
    - Life insurance
    - Disability
    - Retirement funding
    - Education funding
    - Investments

  • Media

  • Whom to Contact

    • Karen Lomas
      Financial Advisor
      Phone: (949) 223-8411