Investment Advisor Representative
+1 (619) 920-0831
+1 (619) 374-1343
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.
Download Our Open for Business Brochure
An overview of how the TFA platform can help aspiring entrepreneurs build a competitive financial services practice.
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 Lenka
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.
Without a personal legacy plan, 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.
Schedule a Complimentary, No Obligation Appointment with Lenka
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 Lenka's Office
16880 W. Bernardo Dr.
, CA 92127
|Day of the Week||Hours|
|Monday||9:00 AM - 6:00 PM|
|Tuesday||9:00 AM - 6:00 PM|
|Wednesday||9:00 AM - 6:00 PM|
|Thursday||9:00 AM - 3:00 PM|
|Friday||9:00 AM - 3:00 PM|
All meetings by appointment only