Catherine Cheng

Current Employers

Employment History

• 02/2026 → Present
  Transamerica Financial Advisors, Llc
  Irvine, CA
• 01/2026 → Present
  World Financial Group Insurance Agency
  Irvine, CA
• 09/2020 → Present
  Bohan Consulting Llc
  Manhattan Beach, CA
• 07/2019 → 08/2020
  Hbt Labs
  Brea, CA
• 04/2013 → 05/2019
  Quantum Wellness Botanical Institute
  Beverly Hills, CA
• 05/2011 → Present
  Bohan Consulting Llc
  Manhattan Beach, CA

Other Businesses

Name: Bohan Consulting LLC / Investment Related - No / Date: 09:2020 / Hrs (Month): 120 / Hrs (Day): 0 / Activity: Provide financial consulting services to clients in various industries Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC. BOHAN CONSULTING LLC POSITION: Owner and President NATURE: As a CPA, I merely provide accounting, tax planning and tax preparation services to companies and individuals INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2011 ADDRESS: 916 N REDONDO AVE, MANHATTAN BEACH CA 90266, United States DESCRIPTION: I manage bookkeeping for: South Bay Vascular Surgery, Inc Association of South Bay Surgeons, Inc I conduct tax planning and tax preparation for companies and individuals through Legacy Partners CPAs, LLC (which is CPA firm based on Coast Mesa, California)

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-13
• S63 Uniform Securities Agent State Law Examination
  2026-05-02