Catherine Xu

Catherine Xu is an Investment Advisor Representative at Transamerica Financial Advisors, Inc. since February 2016. Concurrently, Catherine serves as a Senior Marketing Director at World Financial Group (WFG) from January 2014, focusing on financial literacy education and expanding the marketing team to assist families in making informed financial choices. Catherine also held previous positions as a Marketing Director and Associate, promoting national financial literacy campaigns. Prior experience includes working as a Research Assistant at Avar Consulting, Inc., where data analysis and quality control were key responsibilities, and as a Wealth Management Intern at RBC, conducting research and analysis for client financial needs. Catherine holds a Bachelor of Science degree in Finance from the University of Maryland and an MBA from Goldey-Beacom College.