Short Hills, NJ Office

Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has prior experience with World Financial Group, Inc., ICON Parking, and City Winery. Outside of financial advising, Pena serves as an accounting manager for LVRN Records LLC, a music record label. 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 range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Ruiying Dong is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, she worked at Credit Suisse for eight years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with program options that include both discretionary and non-discretionary management.

Leena Gupta is a financial advisor with Transamerica Financial Advisors in Short Hills, NJ, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. She has been with Transamerica since 2023 and has a longstanding role as a high school math teacher with the Jersey City Board of Education since 2004. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment models.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

Oi Ching Wong is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Transamerica in 2026, Wong worked at Prudential / LPL and Pruco Securities LLC. Outside of advising, Wong is involved in real estate activities, including acting as an agent for residential real estate transactions with Weichert Realtors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, managing discretionary and non-discretionary assets with annual client reviews.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Jinping Lin is a financial advisor with Transamerica Financial Advisors in Short Hills, NJ, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has been with Transamerica Financial Advisors since 2016 and is also associated with Investment Options LLC and RealMart Realty. Lin provides health insurance and Medicare services for clients and occasionally acts as a referral agent for real estate. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with various fee-based wrap programs, model portfolios, and access to third-party money managers.

Chunhong Jiang is a CFA® charterholder with 14 years of industry experience, currently with Transamerica Financial Advisors. Prior to joining Transamerica in 2024, Jiang worked at Credit Suisse for 19 years and has held roles at 3ROCKS Investment LLC, WFGIA, and sunlight networks LLC. Jiang is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs. The firm operates as both a registered investment adviser and broker-dealer, providing a range of managed portfolio options and related financial services.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and nine years of industry experience. In addition to advising, Cheng is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where they prepare tax returns for individuals and corporations. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Robin Li is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 with a break from 2024 to 2025, and concurrently has been employed at Indeed, Inc. since 2019 as a Product Manager. His other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with proprietary and third-party investment models, serving clients through both discretionary and non-discretionary programs.

Jun Ge is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Transamerica, Jun worked at Ernst & Young and Cleary Gottlieb Steen & Hamilton LLP. Outside of advising, Jun is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party investment models.