Zhengrong Sandra Wang
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Transamerica Financial Advisors, LLCJul 2026 to now
- Wu&hu Texas LLCDec 2025 to now
- Personal Rental PropertyMay 2025 to now
- Sakz Consulting Inc.Nov 2024 to now
- World Financial Group Insurance AgencyJul 2020 to now
- Sakz Investment LLCOct 2018 to now
- Wu&hu Texas Propessional Services LLCDec 2025 to Sep 2026
- Houston Southwest RealtyMay 2020 to May 2022
- HomemakerJul 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8314909
- Firm CRD
- 16164