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Transamerica Financial Advisors, LLC (TFA) is proud to be a part of Transamerica, a company founded on doing what is right for our clients. Since 1984, TFA has helped clients focus on their financial futures.

14 members

Contact info

Link

tfaconnect.com

Members

Cole Weir

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3rd+

Partnering with Employees to Maximize their 401K Plans | Founding Partner, Driven Investments

Clinton Byrd

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3rd+

Growth Leader & Entrepreneur | GTM Architect | Hospitality & Events Expert | Unifying Creative Strategy and Demand Gen | Building Trusted Brands that Enrich Lives

Joshua Betancourt

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3rd+

Head of Growth | Business Development @ VaultCraft | I Will Not Stop Until I Win

Li Tian 田俐, Ph.D, CFP®

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3rd+

My practice is focused to supporting those who are considering a job change or looking at retirement options. I want to help you take control of your retirement assets actively. To start, I’ll take the time to get to know your financial goals and your current situation. Together, we can pinpoint tax-saving opportunities, planning strategies, and investment options that truly align with your needs. I’m committed to helping you realize the retirement you've always envisioned, rather than just reacting to market fluctuations. I aim to partner with you on your journey toward a work-optional lifestyle. Over ten years ago, I transitioned into the financial services field because I wanted to deepen my understanding of financial and tax planning and investing. More importantly, I felt a strong calling to use that knowledge to guide others through their financial paths. I’m grateful to be part of an amazing organization that empowers independent advisors, and I’m surrounded by a wonderful network of experienced colleagues who are always eager to share their wisdom and connections to enhance the service we provide to our clients. If you’re curious about how we can work together to enhance your financial future, please feel free to reach out. Let’s set up a free consultation to discuss your goals and how we can collaborate effectively.

Enrique Yuan Huang

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3rd+

Branch Office Supervisor

Spenser Brown, CFA

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3rd+

Vice President – Manufactured Products at PPC

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Bates White Economic Consultant

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Since 2007, LendingClub has been transforming the way people access credit. Over the last 10 years, we've helped millions of people take control of their debt, grow their small businesses, and invest for the future. To learn more please visit lendingclub.com.