Diana Goldman is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Rancho Cucamonga, CA. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
9121 Haven Ave., Suite #170, Rancho Cucamonga, CA, 91730
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Regulatory History (5)
Financial
August 2025Financial
August 2022Financial
August 2021Financial
August 2021Financial
February 2021Employment History
Current Registrations
Transamerica Financial Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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