Houston, TX Richmond Avenue Office

Wan Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with multiple organizations, including Blue Cross Blue Shield and Humana, and has been involved with Transamerica Financial Advisors since 2012. Outside of his advisory work, Yang serves as Vice Chair of the Chinese Civic Center and Chairman of the Katy Chinese Service Center, where he also teaches music and art. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms. The firm supports individual investors, high net worth clients, and employer-sponsored plans, managing approximately $1.7 billion in regulatory assets under management.

Stanley Tan is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and operates Stanley T Tan PLLC, providing accounting, bookkeeping, and tax compliance services as a CPA. Tan is also active as a real estate sales agent in Texas and offers financial education workshops through Canyon Lake PWM LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary model portfolios and third-party money managers, delivering both discretionary and non-discretionary investment options.

Hua Zhang is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Hua has worked at Transamerica Financial Advisors since 2012 and is also associated with the Copeland Group and World Financial Group. Outside of advising, Hua is involved in health insurance sales and enrollment assistance with firms including Copeland Insurance Group, Community Health Choice, and Ambetter. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Ying Fang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at several major health insurance companies including United Health, Aetna Inc, and Humana, and is involved with Inheritguard, LLC, providing education and support on estate planning issues. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing a range of discretionary and non-discretionary program options.

Jeng Yang Ling is a CFP® professional with 18 years of industry experience, currently affiliated with Transamerica Financial Advisors in Houston, TX. She has held roles at Top One Mortgage LLC since 2014 and United Healthcare since 2012, alongside her work at Transamerica Financial Advisors and Benefit Mall. Outside of advisory services, she is involved in the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers integrated retirement plan services alongside affiliated mutual funds and insurance products.

Min Hu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional roles as a health insurance agent with Anthem Blue Cross and Benefit Mall. Hu is also a co-owner of the R.C. and M.G. Hu Family Trust. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory approach primarily uses model portfolios and third-party managers, supported by a large network of advisors and multiple program platforms.