Daniel Brown is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and is also involved with Anaj Enterprises Inc, which provides tax preparation and accounting services. Brown has been affiliated with World Financial Group, Inc since 2012. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

Katrina Luca is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at IBM and WFGIA and maintains an active CPA license, occasionally assisting friends with tax preparation. Transamerica Financial Advisors, LLC 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 primarily uses model portfolios and third-party managers to implement investment strategies.

Yong Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and also serves as president of Elite Eagle Inc., a non-investment-related business. Additionally, he is involved with Finger Lakes LLC, a hotel partnership. 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 to deliver advisory services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Linghsiang Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with seven years of industry experience. His background includes roles at Zion Grace Home Health Care & Community Services and New York City Transit, as well as operating a sole proprietorship focused on individual tax preparation. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to manage assets totaling approximately $1.7 billion.

Dennis Lai is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been involved in other ventures including Full Productions Inc., where he serves as president and owner of a residential construction business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory model primarily employs model portfolios and third-party managers, serving individual investors, employer-sponsored plans, trusts, and charitable organizations.

Thomas Lee is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, NYLIFE Securities, and New York Life Insurance Company. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 to deliver advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Danling Cao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her work history includes roles at IMG Global, World System Builders, Heartland Institution of Financial Education, and World Financial Group. She is involved in the sale of health insurance products for international visitors through IMG Global. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital programs to deliver its services through a large network of advisors.

Di Lu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials. Based in Flushing, NY, Di Lu operates within a large enterprise firm comprising over 1,000 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 provides both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, offering discretionary and non-discretionary program options.

Wai Chu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at World Financial Group, Inc., and involvement with firms such as InheritGuard, LLC and LSPN Pro, LLC. Outside of advisory work, he serves as president of Flics, a business managing bookkeeping and tax responsibilities related to his financial activities, and he connects clients to estate planning attorneys through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individuals, retirement plans, trusts, and businesses, delivering services through a broad advisor network and multiple program platforms. The firm’s investment approach relies mainly on model portfolios and third-party managers, with regulatory assets under management around $1.7 billion.

Jian Qi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also maintains a role at World Financial Group, Inc. Outside of his advisory work, Jian Qi is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC 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 a broad advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory strategies.

Dakota Best is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Transamerica, Dakota worked at Edward Jones and Wfgia. Transamerica Financial Advisors, LLC 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 delivers services through a large advisor network and utilizes model portfolios and third-party managers as part of its advisory approach.

Candida Hinton is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 15 years of industry experience. Her work history includes roles at Milbank LLP, ArentFox Schiff LLP, and Davis & Gilbert LLP. Outside of financial advising, she is an author and sole proprietor of Sparks Fly, a writing venture she has maintained since 1995. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors using model portfolios and third-party managers, supported by multiple advisory platforms such as Transamerica ONE and TFA365.

Ping Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and several health services companies. Outside of advising, he serves as a personal assistant for Public Partnership Home Care, providing in-home support to his mother. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with approximately $1.7 billion in regulatory assets under management.

Shunly Wang is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. Wang holds Series 63 and Series 65 licenses and has worked at firms including World Financial Group, Inc., and Ding Yu International North America. Outside of advisory work, Wang is a notary public in both New York and New Jersey and owns a retail jadeite business. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory programs and a large network of advisors.

Paul Cheng is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. His prior experience includes roles at Lifestyle Strategies Inc. and World Financial Group, INC. Outside of advisory work, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory platforms such as Transamerica ONE and the TFA365 Advisory Program.

Robert Paul is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been involved with H&R Block and World Financial Group since 2007. In addition to advisory services, he is engaged in tax preparation through H&R Block. 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 a model portfolio and third-party manager approach, offering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

Jana Woodhouse is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and 36 years of industry experience. Her career includes roles at firms such as WealthWave, Pinnacle Financial Services, and United Health Care. Outside of her advisory work, she is involved in several business activities including tax preparation, estate planning education, and operating a production and entertainment business. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers a range of advisory programs and retirement plan services.

Jiarui Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining Transamerica, Li has held roles at Winningstar Leadership Development Inc. and Uber Technologies Inc., among others. Outside of advising, Li works as an Uber driver and provides administrative support for Winningstar Leadership Development Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model-driven advisory approach using proprietary and third-party managed portfolios, supported by a large advisor network and multiple program platforms.

Jiayu Huang is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked at Transamerica Financial Advisors since 2017. Outside of advisory work, Huang is involved with NY Resource Co Inc as a finance associate, analyzing under-construction condominium and rental real estate projects. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charities. The firm utilizes model portfolios and third-party managers, operating through a large network of advisors and multiple program platforms.

Diana Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has held roles at multiple firms including Freedom Path Consulting Inc. and Creliable Tax Consulting, and maintains involvement with several business ventures such as a tax preparation practice and consulting firms. Yang also holds a real estate referral license and serves as CEO of Freedom Path Consulting Inc. 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 utilizes model portfolios and third-party managers to implement its advisory services through a large advisor network and multiple program platforms.

Yangang Zha is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining Transamerica, Zha was involved with World Financial Group, Inc. and has served as chairman of the board for the Southern Connecticut Chinese School, an educational organization focused on teaching Chinese language and culture. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and supports its offerings with several proprietary and externally managed platforms.

Tianning Li is a CFP® professional with four years of experience at Transamerica Financial Advisors. He has held roles at DataDog as a senior software engineer and previously worked at Uber Technologies and Tower Research Capital. In addition to his financial advisory work, Li has been involved as an independent travel insurance agent and a college planning consultant. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers a range of advisory and brokerage services through multiple program platforms.

Lina Kuang Chan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at several firms including East Coast Capital Corp., Interstate Home Loan Center Inc., and Xuper Lending LLC. Outside of her advisory role, she is a shareholder and manager of a cafe operated by ChaFeo Boston Common Inc. and is also involved in consulting and lending services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Ashok Patel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and has a long tenure with World Financial Group dating back to 2010. Outside of advising, Patel is involved in managing a retail liquor store under Tulsi 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 utilizes model portfolios and third-party managers to implement investment strategies, supporting advisors in client interviews and recommendations.

Richard Edwards is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has involvement with Premier Transportation as a part-time chauffeur. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and businesses. The firm primarily uses model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Kevin Kong is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and has been with Transamerica since 2024. Prior to his current role, he has worked in real estate and construction project management, including roles with EHOUSE Realty & Management and the General Services Administration. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers for investment implementation.

Chunlong Yang is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Transamerica, he worked at Altera Digital Health and AllScripts, and he has been associated with World Financial Group, Inc. since 2015. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and operates an integrated retirement plan ecosystem with affiliated entities.

Shengying Li is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. She has worked at Transamerica Financial Advisors since 2018 and previously at World Financial Group and Barclays. Li is also involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach relies on model portfolios and third-party managers, delivered through multiple platforms such as Transamerica ONE and TFA365, with regulatory assets under management of approximately $1.7 billion.