Edison, NJ Office

Ka Lee is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Transamerica Financial Advisors since 2012. Outside of advising, he is the owner-member of Apex Consulting Services, a business involved in the import-export of goods. 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 model portfolios and third-party managers. The firm operates as both a registered broker-dealer and RIA, providing a range of investment programs with discretionary and non-discretionary options.

Pai Yen Chung is a CFP® professional with over 31 years of experience in the financial industry. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms including Clearwater Benefits, Elite Advisors, Inc., and WFGIA. He is involved in managing an office through Mission Team, LLC. 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 a range of advisory and broker‑dealer services, utilizing proprietary and third‑party investment models with discretionary and non-discretionary program options.

Carlos Cadavillo is a financial advisor with Transamerica Financial Advisors in Edison, NJ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Wfgia and A.F. Paredes & Co. CPAs, as well as a 25-year tenure at Philips Lighting Co. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios.