Bernadette Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in various financial education and referral services, including roles with the Heartland Institute of Financial Education and the National Association of Registered Social Security Analysts. Outside of advising, she participates in college planning education and provides estate planning referrals. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Rati Tripathi is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. In addition to his advisory role, he serves as Director and Treasurer of Bloom Parks and Projects, a nonprofit focused on supporting underprivileged children and community development. He also participates as an educator with the Heartland Institute of Financial Education and is involved in several business ventures related to estate planning and financial services. Transamerica Financial Advisors serves a broad 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, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Kavitha Rani is a financial advisor at Transamerica Financial Advisors with Series 65 credentials. She has been in the financial industry since 2024, previously working with World Financial Group and CVS Pharmacy. 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 investment models with discretionary and non-discretionary program options.