Thank you very much again for attending the financial planning seminar in person and virtually today. As promised, I'm sending the contact information of the two financial planners from Transamerica Financial Advisors. They offer FREE Zoom seminars every Tuesday night as well as FREE consultation on various financial planning issues. Please feel free to reach out if needed.
Dr. Ya Meng
217-721-3087
yameng at gmail dot com
Yan Hai
301-518-7168
haiyan1888 at gmail dot com
Dr. Ya Meng is a Certified Financial Planner (CFP) with 17 years of experience in the financial service industry. Dr. Meng is currently an executive marketing director at Transamerica Financial Advisors, Inc., operating from two offices in the Columbia and Rockville areas. She is the proud leader of a team of 40 licensed professionals, serving thousands of families and companies over the span of two decades. Having established their place as a reputable firm in the communities they reach, they engage with a diverse client base from across the country and beyond. Their business consulting services boast expertise in mutual funds, education funds, all types of life insurance, retirement planning, tax strategies, 401/403/457 rollover options, legacy transfer, corporate benefit plans, and other wealth management plans . At home, Dr. Meng is the loving mother of three boys and is an avid reader and traveler.
Ms. Yan Hai, currently a Senior Marketing Director in the company, has worked on Dr. Meng's team for over a decade. With a CPA background, Yan combines her professional skills in the financial industry with her warm-hearted personality to deliver the best service to her clients. Yan is the proud mother of two beautiful daughters. In her spare time, you can find her knitting, running, gardening and finding new ways to challenge herself.