Choon

About

Financial Professional | High-Tech Veteran |  Educator

* Licensed Financial Representative with Transamerica Financial Advisors

* Specializing in retirement planning, life insurance, and investment strategies

* Passionate about empowering women and families through financial education

* Over 20 years of corporate experience in tech and business operations; now using that experience to serve others

* First-generation immigrant passionate about giving back to the community

* Dedicated to helping women gain confidence in managing their financial future

* Advocates for financial literacy, especially among underserved populations

* Holds SIE, Series 6, Series 63, and Life & Health licenses

* Based in Santa Clara, CA — serving clients locally and virtually

* Committed to helping entrepreneurs build and protect wealth

Choon-Lian Loh is a licensed financial professional and former high-tech executive, dedicated to helping everyday individuals—especially middle-class families—achieve financially independent. With over 20 years of experience in the technology sector and a strong foundation in business operations, she brings analytical precision and real-world insight to her work as a Registered Representative with Transamerica Financial Advisors.

A first-generation immigrant and advocate for women’s empowerment, Choon is especially committed to helping women gain the knowledge and confidence to manage their financial futures. She brings a unique blend of analytical expertise, cultural perspective, and heart-centered service to her work. She focuses on retirement planning, life insurance, and wealth-building strategies tailored to the needs of working families, small business owners, and underserved communities. 

Choon’s mission is to give back—sharing her time, financial knowledge, and high-tech experience to help others gain control of their financial future and live with greater security and confidence.