William Otsen

Investment Advisor Representative

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.
TransALPHA
Download Our Transamerica ALPHA Brochure
A brief guide to the Transamerica ALPHA digital investment program. Learn how it can help manage your investments in a customized and diversified portfolio.
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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 William

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.
Booking an appointment

Schedule a Complimentary, No Obligation Appointment with William

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Booking an appointment
Client presentation

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

About William's Office

1100 Corporate Center Drive
Suite 220
Monterey Park, CA 91754
US
Day of the WeekHours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
Saturday8:00 AM - 5:00 PM
Sunday8:00 AM - 5:00 PM