Advisory Department

Investment

Founder, President & Chief Executive Officer

Co-Founder, Chief Financial Officer

TransGlobal’s affiliated companies are currently comprised of over 5,000 professional independent agents located across major U.S.

Herman Chen, CFA, CFP®, CPA, FRMChief Investment Officer

Joseph LeeVice President | Retirement Plan Director

Albert LuRetirement & Tax Planning Vice President

Ext. 1028
[email protected]
CA Lic. 4000644

Jasmine DavisVice President | Manager, Legal & Compliance

Regina ShaPension Department Coordinator

Salomon WangRetirement Plan Specialist

Ext. 1860
[email protected]
CA Lic. 4017602

Alan YangRIA Assistant