Thousand Oaks, CA Office

Gene Coppa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at C2 Financial Corp, Finance of America SBA Skyline Home Loan, and American Family Life Assurance Company (AFLAC). Outside of advising, he is also president of Coppa Law Group, where he practices law, and The Financial Firm, Inc., a real estate and mortgage consulting business. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with options for both discretionary and non-discretionary management.

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 at Transamerica Financial Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has held various roles at firms including Brown & Brown Insurance Services Inc. and The Protectorate Group Insurance Agency Inc. Roman is also a volunteer at Horizon Baptist Church. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing discretionary and non-discretionary investment programs along with affiliated retirement and recordkeeping services.

Stephanie Storey is a financial advisor with Transamerica Financial Advisors in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked in various roles including real estate sales at Pinnacle Estate Property Inc. and as a notary public for over 25 years. Storey also operates a sole proprietorship for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and a range of insurance and brokerage products.

Ryan Cartaino is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing one year of industry experience. His background includes roles at Wfgia and NK Developments, as well as entrepreneurial activities with Culver Place LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary model portfolios and third-party money managers through fee-based wrap programs and commission-based products.

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.