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Kaden D

Series 63, Series 66

Colorado Springs, CO

Transamerica Retirement Advisors, LLC

Kaden Deguzman is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Transamerica, he worked at T. Rowe Price for four years and has also held roles outside of the financial sector, including at Amazon. Outside of his advisory role, he engages in food delivery services in Colorado Springs. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. The firm utilizes proprietary portfolio models developed by Morningstar Investment Management and focuses on asset allocation and retirement planning through non-discretionary and advisory services.

General retirement planning Retirement income strategy Income planning
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Shawn P

CFP®, CFA®, Series 63, Series 65

Colorado Springs, CO

Transamerica Retirement Advisors, LLC

Shawn Park is a financial advisor with Transamerica Retirement Advisors, LLC, holding CFP® and CFA® designations and over 27 years of industry experience. His prior experience includes 17 years at Calamos Advisors LLC and Calamos Financial Services LLC. He is based in Colorado Springs, CO. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advisory programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.

General retirement planning Retirement income strategy Income planning
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Salvador R

Series 66

Colorado Springs, CO

Transamerica Retirement Advisors, LLC

Salvador Rosas is a financial advisor with Transamerica Retirement Advisors, LLC in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at firms such as T. Rowe Price, USAA Investment Services, Robinhood Markets, and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing proprietary portfolio construction and ongoing oversight from Morningstar Investment Management.

General retirement planning Retirement income strategy Income planning
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Sebastien T

Series 63, Series 65

Colorado Springs, CO

Transamerica Retirement Advisors, LLC

Sebastien Theodore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and possessing four years of industry experience. His career includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, along with prior positions at Connect Your Care and Stanley Reid & Company / The Darkstar Group. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, utilizing proprietary software and model portfolios provided through a partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Income planning
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