MJF Financial Inc.

MJF Financial Inc. http://www.mjffinancialgroup.com/ I currently hold my Series 7, 66, 63 securities registrations with LPL Financial as well as my CA Insurance Lic .

I have been advising and servicing my clients for over 17 years. My career began in 1999 working as a banker then subsequently as a Financial Advisor for some of the largest banks in the country. During my career as a bank Financial Advisor I honed and developed the necessary skills to become a proficient, professional and accountable advisor to my clients. Through word of mouth, I not only became

sought after by a number of prestigious brokerage houses/banks but by prospective clients as well. By the end of 2011, I recognized that the bank brokerage industry I had immersed myself in was quickly headed in a different direction. A direction I felt was not in the best interest of my clients. As a byproduct of natural progression and in search of true independence, I parted way with the banks and founded MJF Financial as an independent advisor through LPL Financial. This necessary move ensured I would be able to continue to provide my clients the highest level of service, loyalty, transparency and objective investment advice. At MJF Financial, nothing comes before our client’s investment needs. Our motto is, “Clients First”.

06/15/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
06/12/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new, record-high retirement contribution limits from the IRS.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
06/08/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/05/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

06/01/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
05/29/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

What do you need to know when the market experiences volatility?
05/25/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
05/22/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
05/18/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Address

13001 Seal Beach Boulevard Suite 240
Los Alamitos, CA
90720

Telephone

+15625944290

Website

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