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Wisely C

Series 66

Maitland, FL

Transamerica Financial Advisors

Wisely Chen is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. Chen has been with Transamerica Financial Advisors since 2026 and has 14 years of experience with World Financial Group Insurance Agency. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Johven Mike B

Series 63, Series 65

Maitland, FL

Transamerica Financial Advisors

Johven Mike Barga is a financial advisor with Transamerica Financial Advisors in Maitland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles with organizations such as World System Builders, the National Association of Registered Social Security Analysts, and Education Encompassed. Outside of traditional advisory work, he is involved in estate planning services through Inheritguard, LLC, and provides education on social security issues as a registered social security analyst. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE and TFA365.

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