Thousand Oaks, CA Office

Gene Coppa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at C2 Financial Corp, Finance of America SBA Skyline Home Loan, and American Family Life Assurance Company, among others. Outside of advisory work, he is president of Coppa Law Group, where he practices law, and he provides real estate and mortgage consulting through The Financial Firm, Inc. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s investment approach primarily utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Jason Helble is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His work background includes roles at several companies such as Miller Equipment Company Inc. as a Safety Manager and positions at Net Law, California Compaction Corporation, and Arctic Slope Regional Corporation. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and corporations, offering advisory and broker‑dealer services through proprietary and third‑party model portfolios with both discretionary and non‑discretionary management options.

Tina Dickinson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica since 2012 and is involved in several outside activities, including serving as treasurer for WRS Global Technologies Inc and providing care services through 24 Hour Home Care, LLC. Additionally, she participates in financial education through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing over $2 billion in assets across discretionary and non-discretionary accounts.

Olaf Kinstler is a CFP® professional with five years of industry experience, currently affiliated with Transamerica Financial Advisors. His career includes roles at The Prudential Insurance Company of America, AXA Advisors, and World Financial Group, among others. He also engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Jacqueline Roman is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has six years of industry experience. Her career includes roles at Brown & Brown Insurance Services Inc. and multiple entrepreneurial and referral partner positions, including ownership of Jacqueline Roman and involvement with Inheritguard, LLC, and Student Optimum Services. She also volunteers with Horizon Baptist Church. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary management options.

Stephanie Storey is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has held various roles including real estate agent with Pinnacle Estate Property Inc. and notary public for over 25 years. Storey has also been involved with the Proctor Gallagher Institute and operates a sole proprietorship for tax purposes. 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 utilizes a network of advisors and multiple program platforms, relying primarily on model portfolios and third-party managers for portfolio management.

Ryan Cartaino is a financial advisor with Transamerica Financial Advisors based in Thousand Oaks, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Transamerica, he worked at Wfgia, NK Developments, and Culver Place LLC. Outside of advising, he has been involved with DOORDASH and held roles as a student over multiple periods. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, proprietary and third-party model portfolios, and provides both discretionary and non-discretionary investment management options.

Cheryl Kelly is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and concurrently serves as a commercial airline captain for United Airlines since 1989. Outside of her advisory role, she manages a rental property business. 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 its advisory strategies and offers multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Laura Elmore is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles including estate planning support at Inheritguard LLC and insurance services at Gallagher. Outside of advising, she is also a classroom teacher with the Moorpark Unified School District. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary accounts and operates as both a registered broker-dealer and registered investment adviser.

John Harrill is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles in insurance sales and estate planning services, and he is involved in community activities such as providing foster care through Ventura County Children and Family Services. Harrill also participates in housing programs for international students and operates timeshare rentals. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary options and manages over $2 billion in assets.

Aaron Anshin is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 credential and has previously operated his own advisory businesses as well as held roles at World Financial Group, Inc. and Feingold and Sons LLC. Outside of advising, he serves as an auditor and board member for the Beverly Hills Unified School District PTA Council. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Marques Guy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Debtmerica and Revolution Financial Management and serves as a program manager at Tri Counties Regional Center, a nonprofit providing crisis prevention services to developmentally disabled individuals. He also oversees operations as a district manager for Stephanie Young Consultants Inc., a mental health counseling organization. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party management approach through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.