Rancho Cucamonga, CA Sebastian Way Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

5

Of 1,120 advisors across 280 offices

Location

11830 Sebastian Way, Ste 104

Rancho Cucamonga CA 91730

Advisors at this office

5

Advisors at this office

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Kirsten B

Series 63, Series 65

Rancho Cucamonga, CA

Transamerica Financial Advisors

Kirsten Baron is a financial advisor with Transamerica Financial Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses. She has two years of industry experience and is involved with the Black Excellence Leadership Council as a council member. Baron also participates in estate planning services through Inheritguard, LLC, and holds a CFO position at Barons Enterprises International, 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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

Series 63, Series 65

Rancho Cucamonga, CA

Transamerica Financial Advisors

Lester Baron is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles with multiple organizations, including WealthWave, Baron's Enterprises International, and the Heartland Institute of Financial Education, where he serves as a Certified Financial Educator. Baron is also involved in leadership and community roles such as mentoring with the Black Excellence Leadership Council and serving as Public Relations Officer for the Dominica Livestock Cooperative. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, offering multiple program platforms and integrated retirement plan solutions.

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

Series 63, Series 65

Rancho Cucamonga, CA

Transamerica Financial Advisors

Josiah Campbell is a financial advisor with Transamerica Financial Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He is involved with Intertwined Solutions, Inc., promoting financial literacy through partnerships with banks, schools, and non-profits, and provides client education and support on estate planning through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios.

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

Series 65, Series 63

Rancho Cucamonga, CA

Transamerica Financial Advisors

Stephen Short is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. His career background includes roles at Barons Enterprise International Inc, Debtmerica, and WealthWave. Outside of traditional advisory work, he is involved in marketing and client facilitation activities through Barons Enterprise International Inc and WealthWave. 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 proprietary and third-party investment programs.

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

Series 63, Series 65

Rancho Cucamonga, CA

Transamerica Financial Advisors

Ruth John is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 13 years of industry experience. She has a diverse work history that includes roles at Wealthwave, LSPN Pro, LLC, and Nationwide Student Loans. Outside of her advisory duties, she volunteers regularly at Abundant Living Family Church, assisting in the nursery to support families during services. Transamerica Financial Advisors serves a wide range of clients including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, providing discretionary and non-discretionary investment program options.

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