Diana Stefani Goldman

Current Employers

Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-28

CA RA
APPROVED

Since 2026-08-28

Branch Locations

9121 Haven Ave. Suite #170, Rancho Cucamonga, CA 91730 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Transamerica Financial Advisors, Llc	Rancho Cucamonga	CA	08/2026	Present
World Financial Group Insurance Agency	Rancho Cucamonga	CA	10/2015	Present

08/2026 → Present

Transamerica Financial Advisors, Llc

Rancho Cucamonga, CA
10/2015 → Present

World Financial Group Insurance Agency

Rancho Cucamonga, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-23

S65 Uniform Investment Adviser Law Examination

2026-03-23

Other Names

Stefani Goldman
Stefani Lenack

View on SEC IAPD

Current Employers

Transamerica Financial Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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