Morrisville, NC Office

Tao Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at World Financial Group, Datalenty Inc., and International Medical Group, where he provides IT consulting and insurance services. Outside of advisory work, he is also involved in ride-sharing as a Lyft driver. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with access to proprietary and third-party investment models.

Shenghao Song is a financial advisor with Transamerica Financial Advisors in Morrisville, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Transamerica Financial Advisors since 2015 and is also involved in language translation services through Fluent Language Solutions and provides bookkeeping, accounting, and tax consulting services via Melody Song, CPA. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering advisory and brokerage services primarily through model portfolios and third-party managers across multiple program platforms.

Vijaya Arun is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and one year of industry experience. She has been self-employed since 2014, providing accounting and bookkeeping services on a part-time basis. Arun also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and proprietary platforms to deliver its services.

Ming Zeng is a financial advisor with Transamerica Financial Advisors in Morrisville, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously worked at SweetDeal4You from 2012 to 2020. Zeng is also engaged in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, offering discretionary and non-discretionary program options.

Dianxia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has affiliations with Clearwater Benefits and World Financial Group. Wang is also the owner of WT Evergreen Company, which operates as a pass-through entity related to her World Financial Group business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Rajesh Chundi is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Change Healthcare Inc. and Optum Services Inc. Outside of advising, he serves as a database administrator for the Orange Water and Sewer Authority and operates Chundi Financial Services, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.