Woodland Hills, CA Victory Blvd. Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

3

Of 1,120 advisors across 280 offices

Location

21300 Victory Blvd., Suite 120 A

Woodland Hills CA 91367

Advisors at this office

3

Advisors at this office

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Hanna H

Series 63, Series 65

Woodland Hills, CA

Transamerica Financial Advisors

Hanna Horenstein is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has been involved with several other ventures, including authoring *The Virtuity Edge: A Compilation of Success*. Horenstein is also active in real estate sales and student loan repayment referral services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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

Series 66

Woodland Hills, CA

Transamerica Financial Advisors

Carlos Di Ponio is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Transamerica Financial Advisors since 2020 and has additional involvement in the entertainment industry, including managing DaCha Film Company LLC and engaging in acting and speaking work under the name Jordan Charles. He also serves as CEO of AllPro Tutors, an online platform connecting tutors and students. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by proprietary and external investment solutions.

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

Series 65, Series 63

Woodland Hills, CA

Transamerica Financial Advisors

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to her current role, she has worked at Darden Restaurants and Wfgia, among other positions. Outside of advising, she has experience working as a restaurant server. 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 options.

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