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Matthew S

Series 66

San Francisco, CA

VOYA Financial Advisors, Inc.

Matthew Smith is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Massachusetts Mutual Life Insurance Company and Banc of America Investment Services. Outside of his advisory role, he volunteers with The Guardsmen, a group that raises funds to send at-risk children to summer camp. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and external strategists with technology tools to implement recommendations, offering both non-discretionary and limited discretionary account management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Matthew A

Series 63, Series 65

San Francisco, CA

VOYA Financial Advisors, Inc.

Matthew Acie is a financial advisor with VOYA Financial Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at LPL Financial, RFS Partners, Eqis, and Incapital LLC. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a broad network of investment adviser representatives using both affiliated and unaffiliated investment products.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Michael W

Series 63, Series 65

San Francisco, CA

VOYA Financial Advisors, Inc.

Michael Wade is a financial advisor with VOYA Financial Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Voya Retirement Advisors, LLC and Valic Financial Advisors. Outside of advising, he is the owner and managing member of a real estate holding company that locates, rehabilitates, and sells distressed properties. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to a range of clients including individuals, pension plans, and charitable organizations. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement mostly non-discretionary investment strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Alvin L

Series 63, Series 65

San Francisco, CA

VOYA Financial Advisors, Inc.

Alvin Liang is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stifel Nicolaus & Co. Inc. and Sequoia Equities Securities Corp. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, utilizing model portfolios and technology-enabled tools to support mostly non-discretionary client relationships.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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