WFG Opens Transamerica Affiliate Office in West Houston
By Jawahar Malhotra
HOUSTON: This past Saturday morning, August 9, well-wishers and guests had a chance to meet with the members of the newly opened World Financial Group, an independent broker-dealer under Transamerica Financial Group umbrella at their grand opening celebration. Guests learned about the WFG’s capabilities and ate from a buffet lunch of Chinese and Vietnamese food.
The agency staff has been mentored by Alex Nguyen and Stephanie Bui who have also opened and operated offices in several other states. The local WFG office on Richmond Ave. near Rogerdale features Jyoti Evans who comes from a public and corporate accounting background and her husband Andrae who has an economics background.
Transamerica/WFG is the fastest growing financial services company in North America and has been rated number 1 in Canada for last 5 years in a row. Since most financial advice is geared towards the affluent market, Transamerica aims to provide solutions for the mid-income market starting with education and strategies to help struggling Americans get out of debt, lower their taxes and retire early.
Transamerica/WFG has helped professionals from different backgrounds to train for a second career as financial consultants and advisors and build their own agencies. Many of them are first educated on financial independence, apply their new knowledge and then gain business skills to replicate it in the marketplace.
It is this opportunity which attracted Jyoti Evans, a native of Mumbai who came to the Bayou City in 2004 to get a second degree from the Bauer College of Business, graduating Summa Cum Laude in 2008. Her husband Andrae is from Trinidad. Jyoti worked for corporations in India for 8 years and even ran a vocational school – Dr. Reddy’s Foundation for Human and Social Development – for low-income family children. She worked for 9 years in the US before embarking on a future in financial planning.
“I have a passion to someday fund a program in mental health care to build a supportive, compassionate network which will respond to people in distress in a timely manner,” Jyoti said in between meeting guests at the opening. “A supportive, embracing community can make a world of difference to those who have psychiatric illnesses.” She hopes to open her own office soon in the Sugar Land area so as to help the growing Indian and Asian community there.