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Cam L

CFP®, Series 63

Buena Park, CA

Transamerica Financial Advisors

Cam Liang is a Certified Financial Planner® at Transamerica Financial Advisors with nine years of industry experience. He has held roles at firms including Jack Schroeder & Associates and LSPN Pro LLC, and he also assists clients with Medicare and health insurance enrollment. Additionally, he acts as a referral partner for estate planning services through LSPN Pro LLC. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services such as fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser and provides a range of discretionary and non-discretionary investment programs.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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