Choon-Lian Loh

(408) 590-5077
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Loh & Associates

Choon-Lian Loh is a licensed financial professional and former high-tech executive, dedicated to helping everyday individuals—especially middle-class families—pursue 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.

Securities are offered by Transamerica Financial Advisors, LLC, (TFA), Member FINRA, SIPC.

World Financial Group Insurance Agency, LLC (In California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer insurance products. 
WFGIA and TFA are affiliated companies.

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