Bellevue, WA 118th Ave SE Office

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and was previously affiliated with the Heartland Institute of Financial Education. Long is also involved with St. Bernadette Church. 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, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Chiayu Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Wu has worked with Transamerica since 2012 and previously with World Financial Group since 2006. Outside of advising, Wu is involved in managing rental properties. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Thomas Baker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms, including Solterra LLC and John Chi International Company, and has been affiliated with Transamerica Financial Advisors since 2012. Outside of advising, he is involved with World System Builders and has ownership interests in Solterra LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model relies on model portfolios and third-party managers, offering a range of proprietary and externally managed investment options.

Yahong Yi is a financial advisor with Transamerica Financial Advisors who holds a Series 65 license and has three years of industry experience. Prior to joining Transamerica, Yi worked at World Financial Group and has been involved with a CPA firm, Hanlin Moss Yi PS, since 1998. Yi also has experience in sales of insurance and non-insurance products affiliated with Transamerica. 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 both advisory and broker-dealer services with a range of model portfolios, third-party money managers, and program options that can be discretionary or non-discretionary.

Fengxi Luan is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Luan holds the Series 66 designation and has been involved in various business ventures, including SCNIC Boating LLC and multiple LLCs, as well as nonprofit service through the Seattle Chinese New Immigrants Center. Transamerica Financial Advisors serves a broad client base, including individual investors and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates uniquely as both a registered broker-dealer and an RIA, providing a range of investment and retirement solutions.

Yingyu Counsell is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and offering 25 years of industry experience. Counsell is also the owner and president of Safe Harbor Health Insurance Services, Inc., a business involved in insurance product sales. Transamerica Financial Advisors serves a broad range of clients, including individual investors and institutional entities, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Minhua Shao is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and with five years of industry experience. She is involved in charitable activities through her role managing daily operations for the MKM Foundation, a family-established 501(c)(3) organization. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Davis Zhen is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2022. In addition to his financial advisory role, he serves as a Division Director at the U.S. Environmental Protection Agency, where he promotes voluntary environmental programs and enforces environmental laws. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm utilizes a model portfolio approach delivered through multiple program platforms and a large advisor network.

Xun Zhang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at Microsoft and Groupon. Zhang is also involved with the Teochew Association of Washington State. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with options for discretionary and non-discretionary management.

Lu Bo is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Transamerica, Lu worked at firms including World Financial Group and Safe Harbor Health Insurance Inc., where Lu serves as an agent assisting clients with Medicare plan options. Lu also has experience with Bowie Trading LLC and American Income Life. 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 model portfolios, fee-based wrap programs, and commission-based products. The firm operates as both a registered investment adviser and broker-dealer, supporting a wide range of investment and retirement solutions.

Stephanie Zheng is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including American Senior Resources, Hanlin Moss Yi, Jackson Hewitt, and Bridlewood Insurance Services. Outside her advisory role, she is involved in health insurance sales and tax preparation through affiliated firms. 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 proprietary and third-party investment models with discretionary and non-discretionary options.