Pingping Medley

5.0 out of 5.0
Rating 5.0
(11 Reviews)
Investment Advisor Representative
+1 (408) 262-0990
Redwood City, CA
Chinese (Mandarin)/English
Check out our Daily Personal Finance workshop! https://worldsystembuilder.com/workshopcalendar/

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.
Money Matters
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An introduction to WFGIA and the key concepts that can help you build a solid financial foundation. Learn how WFG can help you and anticipate and overcome the challenges in saving for your future.
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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 Pingping

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.

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.

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.

Legacy Strategies

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.

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.
Booking an appointment

Schedule a Complimentary, No Obligation Appointment with Pingping

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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 Pingping Medley

Displaying reviews 1 - 5 of the 11 most recent
  • 5 out of 5
    Rating 5.0
    Pingping is a very proficient financial advisor. She listens to your needs and provides great recommendations that will help to address those needs and also suggesting practical steps on how to make improvements to your personal finances
  • 5 out of 5
    Rating 5.0
    Great professional service!
  • 5 out of 5
    Rating 5.0
    Pingping was a joy to work with -- she is knowledgeable, personable, highly engaging, passionate about her work and the well being of her clients. She always made herself available whenever we needed her and never felt rushed or pressed for time. I would highly recommend Pingping for your personal financial needs!
  • 5 out of 5
    Rating 5.0
    The best expert advice!! Very good at explaining all the options. She has a lot of patience and a very friendly attitude. She makes sure all her customers feel at ease and leaves no questions unanswered. It is a pleasure working with her.
  • 5 out of 5
    Rating 5.0
    Pingping is very professional and helpful financial advisor. She’s also a nice friend, supportive and considerate.
  • 5 out of 5
    Rating 5.0
    Great pleasure working with you!
  • 5 out of 5
    Rating 5.0
    It was not only a complete plan for my family but also a pleasure thing to learn a lot knowledge from Pingping Medley. Great job and thank you for the AAA services!!!
  • 5 out of 5
    Rating 5.0
    Great professional service
  • 5 out of 5
    Rating 5.0
    Pingping educated us our future retirement & others knowledgeable materials and directions. We Thank you for her advice & help & services.
  • 5 out of 5
    Rating 5.0
    Pingping was very professional. She helped my son's college and family planning. I am grateful for her service.
  • 5 out of 5
    Rating 5.0
    Pingping answered all our questions with lots of patience, knowledge, and care. She explained complicated stuff and numbers in a super easy way. She helped us to understand and find the best solution to protect our family and grow our assets, always with our needs in mind. Highly recommended!
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About Pingping's Office

Redwood City, CA
Day of the WeekHours
Monday9:00 AM - 8:00 PM
Tuesday9:00 AM - 8:00 PM
Wednesday9:00 AM - 8:00 PM
Thursday9:00 AM - 8:00 PM
Friday9:00 AM - 8:00 PM
Saturday9:00 AM - 9:00 PM
Sunday9:00 AM - 9:00 PM