Smart Decisions, Smart Goals

At Transamerica Financial Advisors (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 to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
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Creating Confidence

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

Services Offered by Alexander

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 right asset allocation and tools for your particular financial goals.

Life Insurance

A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and decide which one is right for you.

Retirement Income 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 confidently without having to sacrifice your quality of life.

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.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security 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.

Long Term Care

Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
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Schedule a Complimentary, No Obligation Appointment with Alexander

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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.

Frequently Asked Questions

Recent Reviews for Alexander Le

Displaying reviews 1 - 5 of the 9 most recent
  • 5 out of 5
    Rating 5.0
    Alex is very professional and knowledgeable. He always follows up and helps my family and I with all our financial needs. He is a great asset to our finances! Definitely recommended!
  • 5 out of 5
    Rating 5.0
    Alex is very professional and patient! He takes the time to help me understand every aspect of insurance and answers all my questions. I have never felt more comfortable discussing my finances. I appreciate that he provided multiple options for me to review and helped me choose the best one for me. I highly recommend Alex!
  • 5 out of 5
    Rating 5.0
    Alex is a good communicator, he explained how I could save $2000 a year by taking my RMD out of my annuity and letting my other investments grow. He also helped me setup a couple of Ira’s that were with another company and not making me any money, now they are making money. He is always available for questions. Alex made sure that my family doesn’t have to worry about any of my last wishes by providing me with a policy where this company will handle everything without putting the family with the burden. I am extremely pleased with everything Alex has done for me and would recommend Alex for all your financial and family needs.
  • 5 out of 5
    Rating 5.0
    I am so grateful to have found Alex. He took the time to understand my insurance and investment needs, and then educated me on the different options I could take. Highly recommend!!
  • 5 out of 5
    Rating 5.0
    Extremely knowledgeable in his field of expertise! Very happy I found Alex to help me with my financial goals.
  • 5 out of 5
    Rating 5.0
    Outstanding! Very professional and trustworthy
  • 5 out of 5
    Rating 5.0
    Alex is an amazing advisor. He has so much patience and takes time to discuss goals and strategies. I feel that my family is in a better financial position because of him! Thank you Alex!! He deserves a 10 star !!!
  • 5 out of 5
    Rating 5.0
    Alex has exceptional customer service. He listens. Knowledgeable on products & solutions. Highly recommendable.
  • 5 out of 5
    Rating 5.0
    Alex is a great financial professional. He was very thorough and listened to my needs to help me come up with a personal strategy. Alex is very knowledgable about all the components of financial planning and very well rounded. I like that he gave me a financial overview to open my eyes and show me the big picture when it comes to finance. I would 100% recommend Alex! :)
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About Alexander's Office

6050 Santo Road
Suite 100-C
San Diego, CA 92124
US
Day of the WeekHours
Monday8:00 AM - 7:00 PM
Tuesday8:00 AM - 7:00 PM
Wednesday8:00 AM - 7:00 PM
Thursday8:00 AM - 7:00 PM
Friday8:00 AM - 7:00 PM
Saturday8:00 AM - 7:00 PM
SundayClosed