Dao Phan

5.0 out of 5.0
Rating 5.0
(7 Reviews)
Financial Professional

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.
Open for Business
Download Our Open for Business Brochure
An overview of how the TFA platform can help aspiring Entrepreneurs build a competitive financial services practice.
Success! Your download will begin shortly.

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 Dao

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA 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.

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.

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.
Booking an appointment

Schedule a Complimentary, No Obligation Appointment with Dao

Contact information submitted successfully. I’ll be reaching out to you shortly!
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

Recent Reviews for Dao Phan

Displaying reviews 1 - 5 of the 7 most recent
  • 5 out of 5
    Rating 5.0
    Hello, I have been a client of Dao since 2011 and she has been so faithful to move me toward retirement so that I am well positioned to have a comfortable retirement! I am a nurse and have been one for 36 years and her help has been invaluable!
  • 5 out of 5
    Rating 5.0
    Dao is absolutely spectacular at what she does!!! I am a NYC public school teacher and mom of two and she has been incredible in helping my husband and I make our hard earned money grow!!! She takes time to get to know her clients and their specific financial needs before creating an individualized plan for financial success! She has also helped my elderly mother and I plan for her and I would highly recommend her for any financial planning! Dao is one in a million and I would recommend her to anyone I love!
  • 5 out of 5
    Rating 5.0
    Dao has been my financial advisor for more than 10 years. She is truly an asset. Dao has been there whenever I needed her for financial advice. Thanks to Dao I was able to use my salary as a Registered Nurse to secure my financial future. I highly recommend Dao for all your financial needs.
  • 5 out of 5
    Rating 5.0
    Thank you Dao for all that you do to help me and my family. We appreciate you very much.
  • 5 out of 5
    Rating 5.0
    Dao is the most thorough and knowledgable advisor I've ever had the pleasure to work with. She is full of helpful information and is always willing to share. The future of my families finances were a mystery until Dao began to get us organized. We still have a way to go, but we know we are in great hands witg Dao. She has even helped my wife and I with personal issues that were of no benefit to her or her organization. That is the measure of a empathy that goes beyond business. I'm truly glad to have her as a member of our team and future. I already recommend her to friends and family.
  • 5 out of 5
    Rating 5.0
    What would you do, if, after 24 years, you had to start over? One would hope, you would find someone like Dao Phan.
    For over 20 years, Dao Phan, has been my financial consultant. With her assistance, extensive knowledge and expertise, I became an educated consumer. Dao crafted a plan with financial strategies and implementation so I was able to retire in only 15 years, 8 years ahead of schedule. I highly endorse Dao Phan.
  • 5 out of 5
    Rating 5.0
    DAO has been my financial advisor for almost 20 years Over that time she has become my friend She is knowledgeable, extremely kind, professional, resourceful and always, always helpful After the death of my husband, DAO took over all my finances and planned a retirement portfolio for me I’m not extremely wealthy but I am very comfortable as she has made my money grow My daughter and her husband worked out a strategy with DAO for a portfolio which protects all future financial needs of their 2 young children

About Dao's Office

145 Nobel Ct
Suite 200
Alpharetta, GA 30005