user avatar

Thomas Elsea

Advisor at Transamerica Financial Advisors

Updated today
Transamerica Financial Advisors logo

Firm

Transamerica Financial Advisors

Location

Riverside, CA 92505

Credentials

Series 66

Industry experience

7 years

Client services

Portfolio management Selection of other advisers

Fee options

Commissions

Commission on fixed insurance products via WFGIA; normal and customary insurance commissions apply.

Other

Account minimum: $10.00 Minimum fee: TFA365 Advisory Program Strategist Program: $35 Minimum Annual Account Fee (Account Minimum $25,000); TFA365 Advisory Program Separately Managed Account Program: $150 Minimum Annual Account Fee (Account Minimum $100,000); TFA365 Advisory Program 365 Unified Managed Account Program: $35 Minimum Annual Account Fee (Account Minimum $25,000)

Work history

Transamerica Financial Advisors, Inc

2018 - Present (8 years)

Wfgia

2018 - Present (8 years)

Unemployed

2016 - 2018 (2 years)

Student

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Precious B

Series 63, Series 65

Perris, CA

Fidelity

Precious Bois is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving ultra-high-net-worth clients in the Los Angeles area. In this role, Precious focuses on delivering service tailored to clients' evolving financial needs and connecting them with specialists across a broad range of financial topics to support comprehensive wealth planning. Precious has extensive experience in wealth management, having held various positions at Fidelity Investments since 2016, including Private Wealth Management Senior Relationship Manager, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Precious worked at Vanguard from 2010 to 2016 in roles ranging from Client Relationship Associate to Financial Advisor. Precious holds a California Insurance License. Outside of work, Precious enjoys family activities, exploring food, spending time with pets, reading, and attending theater performances.

Wealth management

Allan A

Series 63, Series 65

Ontario, CA

Merrill

Allan Adriatico is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with everyday families and businesses to develop financial strategies tailored to their unique needs, goals, and risk tolerance. Allan provides investment planning and wealth management services focused on building, preserving, and transitioning assets through collaborative client relationships. His areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and small business strategies. Allan begins each client engagement by defining and prioritizing financial goals across multiple dimensions such as healthcare, housing, family care, leisure, giving, work, and overall financial objectives. Allan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a High School Diploma from Martin Luther King High School and an Associate's Degree from Riverside City College. Outside of his professional role, Allan enjoys spending time with his wife and three children, traveling, exploring new food venues like coffee shops, and coaching basketball for local schools and youth sports teams.

Wealth management General retirement planning Family Business General estate planning guidance College savings (529s, UTMA, etc.) Young Families Parents

Marc R

CFP®, Series 66

Chino Hills, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner

Micah T

Series 66

Riverside, CA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner

Andrew M

Series 66

Chino, CA

Fidelity

Andrew Matus is an Investment Consultant who focuses on creating financial road maps that align with the goals of his clients and their families. He has held roles including Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025, and Financial Planner at Northwestern Mutual in 2022. Andrew holds a California Insurance License. Outside of his professional work, he has interests in baseball, the beach, comedy, fishing, fitness, and food.

Wealth management Passive / index investing Active portfolio management

Elizabeth M

Series 66

Riverside, CA

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")