Hsueh Liu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Liu’s career includes roles at Oaktree Funding Corp, Keller Williams, and TruDream Investments LLC, among others. Outside of advisory work, Liu is involved in real estate sales and mortgage loan origination. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Gopinath Chandra is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica and World Financial Group. Outside of advising, he is CEO of GF Software Services, where he consults on AWS-related projects. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Zhaohui Chen is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns A-One Team Enterprise, a pass-through entity used for office leasing and bookkeeping. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Min Zhu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining Transamerica, he spent time at VeritasGenetics and currently serves as CEO of Lily Fortune Club. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party investment models.

Jian Ren is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Z-Gen Capital LLC since 2019 and has been affiliated with Transamerica Financial Group, Inc. since 2012. Outside of advisory work, he owns a residential rental property. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Neelam Saluja is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, she has held roles with multiple home health agencies and care service companies. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Yuju Hsiung is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience including roles at Kaiser Permanente Health Insurance and as president of Yuju Consulting Inc. In addition to her advisory work, she is involved in network marketing for nutrient supplements through Beauty Stem Biomedical. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Sharon Shyu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also affiliated with World Financial Group since 2010. Outside of her advisory role, she is involved in several longstanding family-owned business ventures dating back over three decades. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, featuring proprietary model portfolios alongside third-party money managers, and delivers both discretionary and non-discretionary investment management solutions.

Sandy Yu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has additional experience with Wfgia dating back to 2002. Outside of her advisory role, she provides in-home supportive services to elderly family members under a state program. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through a large network of advisors and multiple program platforms.

Yiding Lei is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 19 years of industry experience. Prior to joining Transamerica in 2020, Lei worked at Centaurus Financial for six years and also spent two years as a homemaker. Lei’s other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse 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 fee-based wrap programs, model portfolios, and access to third-party money managers.

Jonathan Yu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at World Financial Group and his own firm, Jonathan Yu Enterprise, Inc. He is involved in the sales of insurance and non-insurance products related to Transamerica Financial Advisors. 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 operates as both a registered broker-dealer and RIA, providing a range of managed and non-discretionary investment programs.

Xiu Hou is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wisecrook Financial LLC and WFGIA. Outside of his advisory work, he has been involved with Sangraf International Inc., a company that sells graphite electrodes to steel companies, and has experience managing finance operations there. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Gaoling Fu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Fu has held roles at several firms, including Balancepoint Financial Services, Wang Insurance, and ABC Insurance Services. Outside of advisory work, Fu serves as president of Balancepoint Financial Services, managing operations and marketing health and property and casualty insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering integrated retirement plan solutions and affiliated investment products.

Bincheng Wang is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at SV New Venture LLC, National ARC Research Lab LLC, and Lawfin Consulting LLC. Wang is also the CTO of two technology companies, Hangzhou Arc-Data Tech., Ltd. and Jiaxing Xintu Shuju Keji, Ltd., where he oversees data analysis and cloud computing initiatives. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.