Houston, TX Savoy Dr Office

Eliot Passy Tolar is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work history includes roles at Mathnasium Spring, Wfgia, Corseque LLC, Blue Science Pools, Advantage Storage, and service in the U.S. Navy. Outside of advisory work, he is involved with Corseque LLC. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with various fee-based wrap programs, model portfolios, and access to third-party money managers.

Mark Nash is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles with the Louisiana Department of Revenue and the Internal Revenue Service. Outside of advising, Nash is involved in several entrepreneurial ventures, including owning a tax preparation and consulting firm, a music and filmmaking company, an insurance agency, and a church. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party managers.

Sudheer Indala is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and has held roles with Wfgia and Chevron Phillips Chemical Company, where he is employed as an environmental engineer. Transamerica Financial Advisors serves a diverse client base, including individuals, 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.

Dali Fu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing six years of industry experience. In addition to his advisory role, he is involved in various insurance-related agencies and operates his own P&C insurance agency businesses. Fu also participates as a college success advisor for Kyros AI Corp, a college preparation platform using artificial intelligence. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models. The firm manages substantial discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser with affiliated retirement solutions.

Frank Duong is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 11 years of industry experience and serves as CEO of Delta Family LLC, a business focused on assisting with Medicare and health insurance enrollment. He also has a background in financial education through his work with the Heartland Institute of Financial Education. 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 advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Chimtuo Ofomata is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His background includes roles at Devoted Health Inc, United Health Care, and Transamerica Employee Benefits. Outside of advising, he works as a pharmacist at Amazing Grace Pharmacy and is involved with Chosen J-X Incorporated in a medical administrative capacity. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.