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TFACONNECT.COMBROKERCHECK


PINGPING MEDLEY

Investment Advisor Representative

(408) 262-0998
+1 (650) 490-6058

Email Me
(408) 262-0990
 2077 Gold Street Ste. 108
 P.O. Box 1107
 Alviso, CA 95002


Click to See Office Hours
English/Chinese (Mandarin)
Check out our Daily Personal Finance workshop!
https://worldsystembuilder.com/workshopcalendar/
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Call NowSchedule an Appointment


SMART DECISIONS, SMART GOALS  

At Transamerica Financial Advisors, Inc. (TFA), your financial goals become our
financial goals. Services that are typically reserved for the wealthy now become
available to everyone, with a diverse selection of financial strategies,
innovative technology, and the experience and knowledge to help move you toward
your goals. Our trusted representatives help you confidently choose from a
variety of investments that are best designed to align with your goals, and
partner with you to create a clear strategy designed to help grow and preserve
your wealth — no matter life’s changes.

*Investing involves risk including the potential loss of principal.

Download TFA Financial Fundamentals
A guide on what you need to know in order to better plan for retirement.
First Name*
Last Name*
Email Address*
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Download NowOnline Privacy Statement


CREATING CONFIDENCE  

Whether you’re saving for a car, for college, for a wedding, or for retirement,
TFA can help you craft a strategy.

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SERVICES OFFERED BY PINGPING


VARIABLE ANNUITIES

Variable annuities are utilized as a tax-advantaged way to create a more
predictable income in retirement and to transfer wealth to loved ones. When you
purchase a variable annuity with a one-time payment or a series of payments, you
enter a contract with an insurance company in which it promises to make a lump
sum or series of payments to you either immediately or in the future.


INSURANCE PROTECTION

The most important part of preparing for the future is protecting it. As a TFA
registered representative, I can help you prepare for uncertainty. Whether you
outlive your retirement, pass away unexpectedly, or become disabled, there are
products that can help protect the life you've built for you and your loved
ones.


LEGACY STRATEGIES

Without a personal legacy strategy, the value of your estate can be eroded by
taxes and assets may be dispersed in unintended ways. I can work with your
attorney and tax professional to fund legacy strategies that can include life
insurance products to keep your loved ones secure long after you're gone.


INVESTMENT ADVISORY SERVICES

Investment management does not have to be reserved for the wealthy. As an
Investment Advisor Representative with TFA, you have ongoing access to receive
my assistance with selecting the asset allocation and tools for your particular
financial goals.


RETIREMENT STRATEGIES

The key to a successful retirement is one that doesn't require you to compromise
your lifestyle or wonder if and when your nest egg will run out. As a TFA
representative, I can provide a variety of options to help you prepare for your
leisure years without having to sacrifice your quality of life.


BUSINESS STRATEGIES

Small business owners need financial and insurance options for themselves and
their employees, and they need to ensure the future safety of their businesses.
I can help structure strategies for employees and owners to help ensure if- or
when- something happens, those who own and run the business are protected.


COLLEGE FUNDING

No parent wants to compromise the quality of their children’s education, yet
tuition costs continue to rise. Whether you’re preparing to send your first - or
fifth - child to college, I am here to share useful tactics on how to
effectively support your children’s future while still saving for yours.


SCHEDULE A COMPLIMENTARY, NO-OBLIGATION APPOINTMENT WITH PINGPING

First Name*
Last Name*
Email Address*
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OUR SUCCESS IS BUILT ON YOURS  

TFA empowers entrepreneurs to advance their practice and make a difference in
the lives of clients through providing wealth and investment strategies. With
access to our robust platform, diverse product portfolio, ongoing education and
training, it's possible to build a holistic financial services practice. Whether
you're new to this business or a seasoned professional, TFA is centered around
fueling your growth as you build a legacy for yourself and help others do the
same.

To become a registered representative of Transamerica Financial Advisors, Inc.
you must first become an associate with World Financial Group, Inc.

Join WFG/TFA


FREQUENTLY ASKED QUESTIONS

What is Transamerica Financial Advisors, Inc. (TFA)?
Why become part of TFA?
How do I join TFA?
What is the relationship between TFA and World Financial Group (WFG)?
What types of providers and other companies are available through TFA?
Who owns TFA?
Who is the President of TFA?
When was the company founded?
Where does TFA conduct business?
What is FIQ?


ABOUT PINGPING'S OFFICE

 2077 Gold Street Ste. 108
P.O. Box 1107
Alviso, CA 95002

Monday
9:00 AM-8:00 PM
Tuesday
9:00 AM-8:00 PM
Wednesday
9:00 AM-8:00 PM
Thursday
9:00 AM-8:00 PM
Friday
9:00 AM-8:00 PM
Saturday
9:00 AM-9:00 PM
Sunday
9:00 AM-9:00 PM
© 2024 Transamerica Corporation
TFAConnect.com WorldFinancialGroup.com
Join WFG
Broker Check
Online Privacy Statement
Terms of Use Complaint Handling- US ONLY
Do Not Sell My PI Text Terms of Service US
Pingping Medley - CA License #0I86816

Transamerica Financial Advisors, Inc.’s financial professionals may only
transact business they are appropriately licensed to offer and in states where
they are registered. Any individual communication trying to effect a transaction
in securities for compensation or the rendering of personalized investment
advice for a fee will not be made to persons in states where the financial
professional is not registered.
Securities and Investment Advisory Services offered through Transamerica
Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC and federally
Registered Investment Advisor.
World Financial Group Insurance Agency, LLC (in California, doing business as
World Financial Insurance Agency, LLC), World Financial Group Insurance Agency
of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc.,
and/or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer
insurance products.
California License #0679300
WFGIA and TFA are affiliated entities.
Many people have experienced various levels of success with WFGIA and TFA.
However, everyone’s experience may vary. This statement is not intended to, nor
does it represent that any individual results are representative of what all
participants achieve when following the World Financial Group system.
WFGIA and its agents and TFA and its representatives do not offer tax or legal
advice. Anyone to whom this material is promoted, marketed, or recommended
should consult with and rely on their own independent tax and legal professional
regarding their particular situation and the concepts presented herein.
WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499 Phone: 770.453.9300
TFA Headquarters: 570 Carillon Parkway, St. Peterburg, FL 33716. Phone:
770.248.3271
3176694
June 2024