Sara Blatt Collins is a financial advisor with Transamerica Financial Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior work includes roles at Encino Financial Partners and Netlaw Inc., where she provides estate planning referrals. Collins is also active with Rotary International. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Donald Braun Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at WealthWave, Managed Wealth Financial, and World Financial Group, among others. Outside of financial services, he is a shareholder in Braun Holdings LLC, a golf lab and golf simulator business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Jungtsan Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held roles at Star Max Universal and J.D. Leos, Inc. Outside of his advisory work, he is an independent realtor affiliated with Star Max Universal. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party money managers and platform sub-advisors, offering a range of advisory, brokerage, and retirement-plan services through a large advisor network.

Andre Muhammad is a financial advisor with Transamerica Financial Advisors who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 13 years of industry experience. In addition to his advisory role, he works part-time as an MRI technologist at multiple medical facilities in Maryland. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services featuring proprietary model portfolios and third-party money managers with both discretionary and non-discretionary program options.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Patricia Proudman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her work history includes roles at multiple financial and business-related companies, and she is involved in several entrepreneurial and referral activities, including supporting estate planning services and student loan assistance. Outside of finance, she also performs as an actor. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party investment models, with program options that can be discretionary or non-discretionary depending on client needs.

Qixia Ensberg is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Transamerica Financial Advisors and World Financial Group since 2022 and has been employed at The Boeing Company since 2012. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models.

Wai Chu is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2015. His broader work history includes long-term roles in clinical laboratory analysis at Mount Sinai Medical Center and NYU Medical Center, as well as involvement in various business activities including serving as president of FLICS and partner at HE Property Holding LLC. Wai also facilitates client referrals to estate planning attorneys through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services through a variety of fee-based and commission-based programs. The firm offers proprietary and third-party investment models with discretionary and non-discretionary management options.

Sherri Wignall is a financial advisor with Transamerica Financial Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also has experience with firms such as World Financial Group. Outside of her advisory role, she provides estate planning services through LSPN Pro, LLC and offers clients access to online estate planning tools via Netlaw. Additionally, she works as an independent contractor for Instacart. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering a range of advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment programs.

Minhua Shao is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and with five years of industry experience. She is involved in charitable activities through her role managing daily operations for the MKM Foundation, a family-established 501(c)(3) organization. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Deanne Argyle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at NetLaw, Juice Plus, Infinitus Capital Management, and Business Network International. Argyle serves as president of her local Business Network International chapter, where she leads meetings focused on financial education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, trusts, and employer-sponsored plans. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Timothy Asher is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 registrations and 23 years of industry experience. His work history includes roles at Net Law Group, Planchoice, Inc., and MedLink. Outside of his advisory role, he serves as a board member of the Hardin County History Museum. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

Davis Zhen is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2022. In addition to his financial advisory role, he serves as a Division Director at the U.S. Environmental Protection Agency, where he promotes voluntary environmental programs and enforces environmental laws. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm utilizes a model portfolio approach delivered through multiple program platforms and a large advisor network.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Donald Davies is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and one year of industry experience. Prior to joining Transamerica, he worked at Microsoft for 24 years. Outside of his advisory role, he teaches chess to children through the Grand Knights Chess Academy. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs supported by proprietary and third-party investment models.

Payam Homapour is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. In addition to his advisory role, he serves on the boards of two Jewish synagogues, where he is involved in security oversight and also volunteers as an armed security guard. He provides basic financial education as a college consultant through the Heartland Institute of Financial Education and manages a small S-corporation. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms.

Lucille Townsend is a financial advisor at Transamerica Financial Advisors with 2 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase for 31 years. Townsend is also involved in selling insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, proprietary and third-party model portfolios, and commission-based insurance and brokerage products.

Racquel Ramlal Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with LegacyShield and the National Association of Registered Social Security Analysts, where she provides occasional education on Social Security. Racquel has experience in estate planning through her work with LegacyShield, offering wills and trust packages. Transamerica Financial Advisors serves a broad clientele including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with program options that can be discretionary or non-discretionary depending on client needs.

Barbara Tilka is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. Her background includes roles at Brighthouse Financial and Wealthwave Jax Partners LLC. Outside of advisory work, she is a business owner involved in the hospitality industry as a silent partner and serves as a board member of the Safe and Healthy Duval Coalition. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Sandy Yu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has additional experience with Wfgia dating back to 2002. Outside of her advisory role, she provides in-home supportive services to elderly family members under a state program. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through a large network of advisors and multiple program platforms.