Gaithersburg, MD Quince Orchard Road Office

Yun Ma is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Transamerica in 2021, Yun Ma held roles with various insurance and benefits organizations and is involved in multiple insurance-related activities, including assisting clients with Medicare and short-term health plans. Additionally, Yun Ma serves as a College Success Advisor at Kyros AI Corp, an AI-based platform focused on college admission preparation. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and institutions, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, supporting a range of discretionary and non-discretionary investment programs.

Kevin Chu is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at EQL Finance, Inc. and Georgetown University. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Wei Wang is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses and seven years of industry experience. Wei has worked in various roles related to health and travel insurance, including independent agent positions with multiple firms and involvement in Medicare and health insurance plan enrollment. Outside of advising, Wei is active as a partner providing training and operational support to health insurance agents at Care Rise Union. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Xiaohuan Xu is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. Xu is also involved in managing accounting operations for Catherine Xu Financial Dynasty LLC and participates in the food and beverage sector as an investor in Water Song Food and Beverage LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Ruxian Gong is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Glass Jacobson Investment Advisors LLC, Wells Fargo, Bank of America, Merrill, and Edward Jones. Outside of her advisory role, she serves as treasurer for a nonprofit Toastmasters club where she manages the club's finances. 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.