Irvine, CA Roosevelt Ave Office

Gordon Wang is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds the Series 65 and Series 63 licenses. His background includes roles at USA GSD Aesthetics Corporation and World Financial Group, among others. 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 proprietary and third-party investment programs, managing over $2 billion in assets as of the end of 2025.

Catherine Cheng is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. She has been with Transamerica since 2026 and has experience with consulting through her work at Bohan Consulting LLC since 2011. Outside of financial advising, she has held roles at HBT Labs and the Quantum Wellness Botanical Institute. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.