Miami Beach, FL Office
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Valic Financial Advisors
Enterprise
Firm-wide stats for Valic Financial Advisors
About
VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and a FINRA-member broker‑dealer that serves primarily U.S. individuals — including high net worth and ultra‑high net worth clients — as well as employer‑sponsored retirement participants. The firm offers multiple wrap programs (including the MIP UMA Program), portfolio management, and financial planning and consulting services through a large network of investment advisor representatives.
The firm implements discretionary unified managed accounts using Envestnet’s platform and third‑party UMA model managers, and it offers optional Overlay Services (tax‑aware and impact/ESG overlays) for taxable equity sleeves. IARs work with clients on risk questionnaires, proposals, and a Statement of Investment Selection to establish guidelines, and they must meet firm licensing and training requirements while operating within the firm’s supervisory framework.
Compared with many peers, VFA operates at scale — managing roughly $29.2 billion and serving close to 300,000 clients through more than 1,200 advisors — which corresponds to an unusually high client count per advisor and a heavier reliance on centralized technology and model solutions. The firm’s combined adviser and broker‑dealer structure, its affiliation with Corebridge/VALIC (including access to annuity and mutual fund products), and the regulatory disclosures and settlements noted in its brochure are further distinguishing features that affect its product shelf, compensation dynamics, and oversight practices.
Based on Valic Financial Advisors
Expertise
Based on Valic Financial Advisors
Location
4300 Alton Road, Ascher Building Hr Department
Miami Beach FL 33140
Advisors at this office
2
Advisors at this office
Juan R
Series 66
Miami Beach, FL
Valic Financial Advisors
Juan Restrepo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Gioia Conde LLC, Agia, Equitable Advisors, Axa Advisors, BioSenseS Group, and One Eleven Capital Group. Outside of his advisory work, he serves as a director on the board of his condominium association in Key Biscayne, FL. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and maintaining substantial assets under management.
Daniel C
Series 65, Series 63
Miami Beach, FL
Valic Financial Advisors
Daniel Contreras is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at Valic Financial Advisors since 2021 and previously at Equitable Advisors and Axa Advisors. He is also an agent for Agia, involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting through a large network of advisors. The firm employs discretionary unified managed accounts and offers tax-aware and impact/ESG overlay options using centralized technology and third-party model managers.
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