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Kirsten B
Series 63, Series 65
Rancho Cucamonga, CA
Transamerica Financial Advisors
Kirsten Baron is a financial advisor with Transamerica Financial Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses. She has two years of industry experience and is involved with the Black Excellence Leadership Council as a council member. Baron also participates in estate planning services through Inheritguard, LLC, and holds a CFO position at Barons Enterprises International, Inc. 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 model portfolios with discretionary and non-discretionary program options.
Lester B
Series 63, Series 65
Rancho Cucamonga, CA
Transamerica Financial Advisors
Lester Baron is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles with multiple organizations, including WealthWave, Baron's Enterprises International, and the Heartland Institute of Financial Education, where he serves as a Certified Financial Educator. Baron is also involved in leadership and community roles such as mentoring with the Black Excellence Leadership Council and serving as Public Relations Officer for the Dominica Livestock Cooperative. 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, offering multiple program platforms and integrated retirement plan solutions.
Josiah C
Series 63, Series 65
Rancho Cucamonga, CA
Transamerica Financial Advisors
Josiah Campbell is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and is involved in financial education and estate planning services through his roles with Intertwined Solutions, Inc. and InheritGuard, LLC. 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 a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers, with both discretionary and non-discretionary program options.
Stephen S
Series 65, Series 63
Rancho Cucamonga, CA
Transamerica Financial Advisors
Stephen Short is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Barons Enterprise International Inc and WealthWave. Outside of his advisory role, he is involved in marketing and client services with Barons Enterprise International Inc and WealthWave. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm provides discretionary and non-discretionary investment programs and supports plan clients with affiliated retirement and recordkeeping entities.
Ruth J
Series 63, Series 65
Rancho Cucamonga, CA
Transamerica Financial Advisors
Ruth John is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her work history includes roles at Netlaw, Wealthwave, and LSPN Pro, LLC. She volunteers regularly as a nursery helper at Abundant Living Family Church. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various fee-based and commission-based programs. The firm provides proprietary and third-party managed portfolios with discretionary and non-discretionary options.
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