Dianxia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has affiliations with Clearwater Benefits and World Financial Group. Wang is also the owner of WT Evergreen Company, which operates as a pass-through entity related to her World Financial Group business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Ou Xu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Ernst & Young LLP and Weichert Realtors, among others. He is also the owner of a single rental property inherited in 2016. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

Lirong Shan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Transamerica Financial Advisors, Shan worked at several real estate and mortgage firms. Outside of financial advising, Shan is involved in the restaurant industry as a nutritionist, creating healthy new food offerings. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Debbie Hsu is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Clearing Services, Merrill, and Morgan Stanley. Outside of her advisory work, she serves on the boards of the nonprofits Easterseals and Families for Depression Awareness. 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 both advisory and broker-dealer services, providing fee-based wrap programs, model portfolios, and access to third-party money managers through discretionary and non-discretionary platforms.

Jeffrey Perkins is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves on the board of Marengo Area Outreach Enterprises. Outside of finance, he manages Perkins Farm, which sells hay and beef. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach using third-party managers and proprietary solutions delivered through multiple platforms.

Zhengrong Wang is a financial advisor at Transamerica Financial Advisors with CFP® and Series 63 credentials. Wang has experience in investment and consulting roles through entities such as SAKZ Investment LLC and SAKZ Consulting Inc. Outside of advisory work, Wang has been involved with World Financial Group Insurance Agency since 2020 and has experience in real estate and professional services in Texas. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jana Woodhouse is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63 and Series 66 licenses and with 36 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held various roles in multiple companies including WealthWave, Pinnacle Financial Services, and College Loan Freedom. Outside of her advisory work, she operates HottestPoet.com, a business in production and entertainment, and is involved in tax preparation through Anaj Enterprises. Transamerica Financial Advisors serves a broad 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 with proprietary and third-party investment models and manages both discretionary and non-discretionary portfolios.

Yanna Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Financial Advisors since 2016 and has prior experience with WFGIA and the California Public Utilities Commission. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Kimberly Huser is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with multiple firms including WealthWave and American Alternative Insurance Corporation. Outside of her advisory role, she participates in the Foxy Ladies 1 Golf League and is involved with NetLaw Inc., referring clients for affordable estate planning documents. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network. The firm supports individual investors, employer-sponsored plans, trusts, estates, charities, and businesses through multiple program platforms and proprietary and external model portfolios.

Linh Tonnu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with multiple firms including World Financial Group and Blue Shield of California, and is involved with Narssa.org, where she provides education on Social Security benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Timothy Filichia is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has two years of industry experience, including roles at WealthWave and Transamerica Financial Advisors, and a background spanning over two decades at Waxie Sanitary Supply. Outside of finance, he teaches vocal performance to young people through his ownership of LIGHT Companies LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, with a variety of investment programs and access to third-party money managers.

Christina Guevara is a financial advisor with Transamerica Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. Her career includes roles at multiple firms spanning insurance sales, estate planning, and advisory services, including her current involvement with Inheritguard, LLC and Prosperity Financial Inc. She provides education on estate planning and engages in debt negotiation referral services through affiliated business activities. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

James Reiner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Norfolk Southern Corporation and various positions in insurance and transportation companies. Outside of advisory work, he is involved in managing railroad operations and construction projects through his membership in Rochester & Erie Railway, LLC and Iron Road Services LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and proprietary products.

Kirsten Baron is a financial advisor with Transamerica Financial Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses. She has two years of industry experience and is involved with the Black Excellence Leadership Council as a council member. Baron also participates in estate planning services through Inheritguard, LLC, and holds a CFO position at Barons Enterprises International, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Clarissa Wanstrom is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has worked with several firms including Heartland Institute of Financial Education and WealthWave. Outside of advising, she serves as a referral sales associate for estate planning at Integrated Trust Systems. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary program choices.

Renu Sidgal is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at several firms, including World Financial Group, First American Title Insurance, and Synoptek, where she currently provides data analytics expertise as a Business Intelligence Architect. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Diego Conejo is a financial advisor with Transamerica Financial Advisors who holds Series 63, 65, and 66 licenses and has 14 years of industry experience. He has a background that includes roles at Primerica, Wells Fargo Investments, and Victrix Capital Management, where he provided bookkeeping services for retail shops. Outside of finance, Diego owns Angel City Candle Co, a handmade candle business, and operates West Coast Office Supply, an online used book and office supply retailer. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing billions in assets under management.

Carol Rosenstock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior roles include positions at JPMorgan Chase and Morgan Stanley. She is co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, and serves on the advisory board of the UW Carbone Cancer Center. She also owns and manages farm operations through CR Ridge Ranch LLC and CR Outdoors LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment strategies.

Nelson Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has roles in software development and martial arts coaching. Outside of advising, he is involved in software development and teaches martial arts. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach and third-party managers to implement its advisory services through multiple platforms.

Benjamin Yeung is a financial advisor with Transamerica Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and 16 years of industry experience. His background includes roles as a Registered Social Security Analyst since 2021 and involvement with World System Builders since 2006. Yeung assists clients with optimizing their Social Security benefits aligned with their retirement goals. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, using proprietary and third-party investment models with discretionary and non-discretionary program options.