Plano, TX Preston Road Office

Apekshit Mulay is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 registrations with seven years of industry experience. He has been involved in consulting for technology companies and economic revival projects and serves as a director of marketing for the Dallas Fort Worth Chapter of Vishwa Hindu Parishad of America, where he also promotes financial literacy through community workshops. Mulay is additionally engaged in authoring economic and macroeconomic works and maintains roles in health insurance referrals and rideshare advertising. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services including fee-based wrap programs, model portfolios, third-party money managers, and commission-based products. The firm operates as both a registered broker-dealer and RIA, supporting clients with a range of discretionary and non-discretionary investment options.

Yanfang Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She is involved in several business activities including ownership and management roles in land investment companies as well as providing tax filing and business assistance. She also works as a health insurance agent through an affiliated healthcare solutions team. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and manages a mix of fee-based and commission-based products.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Jing Yan is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, Yan worked at PricewaterhouseCoopers and Deloitte. Outside of advising, Yan is also associated with World Financial Group Insurance Agency and has experience at Walmart Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, operating as both a registered investment adviser and broker-dealer.

Xiaoliang Luan is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Protiviti and SCSK, as well as involvement in health insurance sales and financial services through JX Financial Services LLC and World Financial Group Insurance Agency. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, access to third-party money managers, and commission-based products, operating as both a registered broker-dealer and a registered investment adviser.

Kayo Kawamoto is a financial advisor at Transamerica Financial Advisors in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Transamerica, Kawamoto worked at Upland Software for nine years. Outside of financial advising, Kawamoto is involved with The Asia Institute and Brandon K Drews PLLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Haiyu Qi is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Qi has worked with Transamerica Financial Advisors since 2012 and is also engaged with Legacy Shield, Community Health Choice, and BlueCross BlueShield in various roles related to health insurance and estate planning. Outside of financial advising, Qi has experience as a referral agent focusing on estate planning. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

Weidong Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His work history includes roles at LSPN Pro, LLC, Eclat Star Financial Services, The Brokerage Inc, and Value Audio Connexion, where he serves as president coordinating international audio import-export operations. In addition to his advisory work, he is involved in sales of healthcare insurance and estate planning services through related entities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily uses model portfolios and third-party managers, delivering services through multiple platforms and a large advisor network.