Transamerica Financial Advisors
HistoryTransamerica dates back to 1904, when its founder, A. P. Giannini opened his first bank, the Bank of Italy, in San Francisco with the goal to make financial services available to everyone, not just the wealthy few. And he did just that. After the 1906 San Francisco earthquake and fire, Giannini set up a makeshift bank on the San Francisco docks, giving residents loans to rebuild that were secured with only a handshake. In 1928, Giannini merged his bank with Bank of America, and in 1930 acquired Occidental Life Insurance Company through Transamerica Corporation. The banking and life insurance businesses separated in 1956, with the latter taking the Transamerica name, and in 1972, the now iconic Transamerica pyramid claimed its place in the San Francisco skyline.SpecialtiesTransamerica Financial Advisors, Inc. (TFA) is a full-service, fully licensed, independent Broker/Dealer, Member FINRA,SIPC, and Registered Investment Advisor that has served families for more than 30 years. Our clients are the center of our business, and TFA's financial services professionals are committed to serving their clients with the knowledge, expertise and guidance that they deserve. We specialize in Mutual Funds, 529 College Saving Plans, Variable Annuities, Transamerica One wealth management platform products and all types of life insurance.
