Los Angeles, CA Wilshire Blvd Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

3

Of 1,120 advisors across 280 offices

Location

3435 Wilshire Blvd, Suite 320

Los Angeles CA 90010

Advisors at this office

3

Advisors at this office

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Simon W

Series 63, Series 65

Los Angeles, CA

Transamerica Financial Advisors

Simon Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, he worked at Tickpick and eBay and has experience selling sports cards on eBay as a personal venture. 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 and third-party model portfolios. The firm provides discretionary and non-discretionary investment options and supports plan clients with affiliated retirement and recordkeeping entities.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Jonghong P

Series 63, Series 65

Los Angeles, CA

Transamerica Financial Advisors

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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John W

Series 63, Series 65

Los Angeles, CA

Transamerica Financial Advisors

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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