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Christopher C

Series 63, Series 66

Jacksonville, FL

Transamerica Retirement Advisors, LLC

Christopher Cazalas is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Advised Assets Group, among other firms. In addition to his advisory role, Cazalas is the owner and president of the Congressional Information Bureau, a company that publishes a daily newsletter focused on the maritime industry. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, offering managed advice and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance through various advisory programs.

General retirement planning Retirement income strategy Income planning
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Gregory L

Series 63, Series 65

Jacksonville, FL

Transamerica Retirement Advisors, LLC

Gregory Lewis is a financial advisor with Transamerica Retirement Advisors, LLC based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors, Inc. since 2004. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice, advisor managed advice, and investment education services. The firm emphasizes asset allocation and retirement planning, using proprietary technology and third-party model portfolios to deliver personalized recommendations to a broad client base.

General retirement planning Retirement income strategy Income planning
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