# Sean McCloskey

> Sean McCloskey is CEO of Tax & Financial Group in Newport Beach, advising business owners on company transitions and personal wealth. His background includes accounting, investment banking, private equity, venture capital and business valuation. He joined the firm founded by his father after establishing an independent career.

- **Role:** Chief Executive Officer at Tax & Financial Group
- **Organizations:** Tax & Financial Group, Ernst & Young, Lehman Brothers, ING Barings, Smith Barney, The Courtney Group, American Institute of Certified Public Accountants
- **Education:** Bachelor’s degree in Accounting, University of Southern California, MBA with an emphasis in Finance, Wharton School, University of Pennsylvania
- **Known for:** Led a business valuation firm for twelve years and performed hundreds of valuations., Served as an expert witness., Holds CPA and ABV credentials and Series 7, 24 and 66 registrations.

## Career timeline

- **Early career; dates not stated** — Worked at Ernst & Young in Los Angeles, followed by investment banking in New York.
- **2004** — Moved from New York to Orange County with his wife Shari; worked at The Courtney Group.
- **2008** — Joined Tax & Financial Group.
- **2022** — Led TFG when it received the Orange County Business Journal Family-Owned Business Award in the Midsize Business category.
- **2023** — Announced a TFG brand update.
- **2024** — Included in the Orange County Business Journal OC500.

## Achievements

- Led a business valuation firm for twelve years and performed hundreds of valuations.
- Served as an expert witness.
- Holds CPA and ABV credentials and Series 7, 24 and 66 registrations.
- CEO of the firm recognized with a 2022 Family-Owned Business Award.

## Latest updates

- **2024-11** — Featured in the OC500 2024 as CEO of Tax & Financial Group.
- **2025-02** — TFG publicly shared that McCloskey led a session on its values: responsibility, excellence, integrity and happiness.

## Links

- Website: https://www.tfgroup.com/sean-mccloskey-bio/
- LinkedIn: https://www.linkedin.com/in/sean-mccloskey-579902

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Profile page: https://yespress.io/sean-mccloskey
Published by YesPress — https://yespress.io
Last updated: 2026-10-09