Modesto, CA Office

Jeroen Hoogeveen is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2012. He also has a longstanding association with World Financial Group dating back to 2001. Outside of advisory services, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio approach implemented through multiple program platforms and third-party managers, supported by an extensive advisor network.

James Cabral is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with multiple firms, including WealthWave and American Financial Network, and currently engages in estate planning support through Net Law Group, LLC. His other activities include roles in health insurance supplement sales with Champion Health, Inc. and group employee benefits life insurance with Senior Life Insurance Company. Transamerica Financial Advisors serves a wide client base, including individuals, retirement plans, trusts, and businesses, using a large advisor network and multiple program platforms. The firm’s investment approach relies primarily on model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Mark Gentry is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Core Value Investors LLC and World Financial Group. Outside of his advisory role, he owns and manages rental property and operates a sole proprietorship providing handyman services. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Robert Forney is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with multiple firms, including WealthWave and the Heartland Institute of Financial Education, where he provides financial literacy education. Forney is also engaged in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

David Nicholas is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served on the board of Covenant Community Services Inc., a nonprofit organization, and refers clients to estate planning services through Net Law Inc. He also performs limited tax preparation and accounting work. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Gregory Dellis is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and his own firm, Greg Dellis Insurance Services. Outside of his advisory role, he is involved in estate planning services through LSPN Pro LLC and health insurance supplement sales with Champion Health, Inc. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Tammy Littlefield is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked with multiple firms including WealthWave and WFG and currently serves on the board of the Turlock Pregnancy and Health Center, a medical clinic. Additionally, she is involved with InheritGuard, LLC, providing education on estate planning. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through platforms such as Transamerica ONE and TFA365. The firm supports individual investors, retirement plans, trusts, and charitable organizations with an advisory model that emphasizes integrated retirement plan services and proprietary as well as external model portfolios.

Nathaniel Vieira is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 11 years of industry experience. His career includes roles at Northwestern Mutual Investment Services and Waddell & Reed, as well as ongoing service in the United States Army National Guard. Outside of advising, he operates NV Cattle Company, a cow-calf beef cattle operation. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services that include proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products. The firm operates as both a registered broker-dealer and registered investment adviser, supporting individual investors, retirement plans, trusts, and institutional clients.

Yadwinder Chehal is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, Chehal worked in banking for over a decade at Yes Bank Ltd., RBL Bank Ltd., and Indusind Bank Ltd. He is also a registered Notary Public in California. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, trusts, 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.

Yuchen Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012, with a break between 2016 and 2017, and also has experience with World Financial Group and Covered California Health Insurance. Outside of advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies across multiple platforms, managing approximately $1.7 billion in assets under management.