Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has two years of industry experience and has held roles in both financial advising and the music industry, currently serving as Accounting Manager for LVRN Records LLC. Pena’s background includes positions at World Financial Group, City Winery, and Concord Music Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.

Leena Gupta is a financial advisor with Transamerica Financial Advisors holding Series 63, 65, and 66 registrations and four years of industry experience. She has worked at Transamerica Financial Advisors since 2023 and maintains a long-term role as a high school math teacher with the Jersey City Board of Education. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, operating as both a registered broker-dealer and registered investment adviser.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Jinping Lin is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and is also involved with Investment Options LLC and RealMart Realty, where she serves as a referral agent. Lin provides health insurance and Medicare services alongside her advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party managed investment programs.

Chunhong Jiang is a CFA® charterholder with 14 years of industry experience, currently with Transamerica Financial Advisors. Prior to joining Transamerica in 2024, Jiang worked at Credit Suisse for 19 years and has held roles at 3ROCKS Investment LLC, WFGIA, and sunlight networks LLC. Jiang is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs. The firm operates as both a registered investment adviser and broker-dealer, providing a range of managed portfolio options and related financial services.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. In addition to his advisory role, he is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where he prepares tax returns for individuals and corporations. Cheng has worked with Transamerica Financial Advisors since 2017 and has prior experience at World Financial Group and academic institutions. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models, with discretionary and non-discretionary program options.

Robin Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2017, with a brief break between 2024 and 2025, and concurrently holds a product management role at Indeed, Inc. Outside of advising, he is involved in 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 offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs and maintains affiliated entities supporting retirement plan clients.

Jun Ge is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young, Cleary Gottlieb Steen & Hamilton LLP, and AIG. Outside of his advisory role, he is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm’s investment approach utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.