Unlocking Your Business Potential

Herbert Financial Group Empowering Business Owners

Helping you plan a bright future!


Business success is a combination of hard work, determination, and smart financial choices. At Herbert Financial Group, we’re dedicated to providing you with the knowledge and support needed to make informed decisions and overcome challenges. Your success is our success.



Raised in a small village in the Andes Mountains of Perú, Tania immigrated to the United States without a penny. Over the past 19 years in the business. Tania will have 20 years, she has developed a successful finance and insurance practice.

She graduated with a master’s degree in Finance from Azusa Pacific University, then founded Herbert Financial Group to consult businesses in the areas of tax strategy, financial planning, business coaching, insurance needs, and asset protection.

In October 2017, Tania was nominated as a prominent character in the Los Angeles Hispanic Community by the organization ACUDE. Tania contributes to several non-profit organizations, including “Lending Hope” where she sits on the Board of Directors.

Tania continually supports and sponsors different organizations that help highlight diversity, culture and most importantly to underserved children in developing countries. Sharing her personal plight, Tania authored and released the book “Success without Borders” in June 2017.

Today, Herbert Financial Group is experiencing rapid growth by honoring their mission of “Empowering Business Owners”. Tania’s vision and drive stem from her personal and professional passions for helping business owners thrive, especially in the Hispanic Community.


Planning Futures

 Herbert Financial Group is a full-service business hub for early stage startups, small businesses, and large corporations. We work to keep businesses one step ahead of the complex financial demands of today. Our specialized advisors have one goal in mind: to help our clients retain their assets using tax efficient and insurance strategies.


Our Dedicated Team

Dedicated team of highly skilled financial representatives helping business owners in the community specialized in Pension Plans401kProfit Sharing, and Cash Balance Strategies.


Small Business Advice

 We provide small business tax strategies, CFO consulting, 401k, and strategic analysis to better optimize your company's financial standing and to generate more profits.


Insurance Consulting

 We find revenue-generating solutions for employee benefits and business risk assessment to minimize taxes and retain company assets.




Is there a formula for success? A school? A book? A method that guarantees us success? If there was one, we would first have to define what success is. While writing this book I have discovered that each person has their own opinion about what success means. For some, it is money and material belongings, for others fame and prestige, for some it is happiness and for others, it is simply helping out a fellow human being. I think that every person sees success from their own scale of values, but what they all have in common is that whatever objective they have set, they have achieved. “Success Without Borders” is a compilation of stories about extraordinary people who came to the USA with nothing and became very successful. 

Watch her inspiration and interviews with the book contributors!

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Please contact us if you cannot find an answer to your question.

What should a financial plan include?

It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax strategies, as well as insurance needs.

How often should I update my financial plan?

You should meet with us to review your plans every five years, or before any major life transition.

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.


You can visit us at our main office.

• 635 W. Foothill Blvd. Monrovia CA 91016

You can visit us at our second address

• 300 East Esplanade Drive, 9th Floor, Oxnard, California 93036


+1 747-281-4596