Grace Ong is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2012. Grace is also involved with Senior Advocate Services, where she offers Medicare Supplemental and Medicare Advantage plans. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, providing both advisory and broker-dealer services through various fee-based and commission-based programs. The firm utilizes proprietary and third-party model portfolios, managing billions in assets with options for discretionary and non-discretionary management.

Xin Good is a financial advisor with Transamerica Financial Advisors in Beaverton, OR, holding Series 65 and Series 63 licenses with seven years of industry experience. Xin has worked at Transamerica Financial Advisors since 2018 and is also involved with Good RE LLC and World Financial Group, Inc. outside of the primary advisory role. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, with options for discretionary and non-discretionary management.

Olivia Ong is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Her background includes roles at Intel and World Financial Group, INC., alongside her current position at Transamerica since 2021. Olivia is active in professional networking and community engagement, participating in the Metropolitan Senior Network as a volunteer connector and member. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models, including discretionary and non-discretionary program options.