Choon-Lian Loh is a licensed financial professional and former high-tech executive, dedicated to helping everyday individuals—especially middle-class families—achieve financial independence. 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 an independent 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, family protection, 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.

“Take a simple task, and take it very seriously every time. Where there is a will, there is a way.”