Orlando, FL Lake Lynda Drive Office

Team
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Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,260

Across 283 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

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

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Based on Valic Financial Advisors

Location

3505 Lake Lynda Drive, Suite 200

Orlando FL 32817

Advisors at this office

14

Advisors at this office

user avatar

Eric P

Series 66

Orlando, FL

Valic Financial Advisors

Eric Paul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has a varied background that includes roles in public education and consulting. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Anthony B

Series 63, Series 65

Orlando, FL

Valic Financial Advisors

Anthony Becker is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Symmetry Financial Group and Preferred Referral Partners. Additionally, he serves as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Katherine G

Series 66

Orlando, FL

Valic Financial Advisors

Katherine Gonzalez is a financial advisor with Valic Financial Advisors in Orlando, FL, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles in education and community organizations, such as Orange County Public Schools and the Central Florida Language Academy. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a variety of centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Tristan W

Series 66

Orlando, FL

Valic Financial Advisors

Tristan Walker is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Publix Super Markets and AGIA. Outside of advisory work, he is also an agent involved with non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers managed accounts, financial planning, and consulting services through a large network of advisors, utilizing centralized technology and third-party models to manage approximately $29.2 billion for close to 300,000 clients.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Erin G

CFP®, Series 66

Orlando, FL

Valic Financial Advisors

Erin Garmon is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She has been with Valic Financial Advisors since 2011 and also holds a role at Agia involving non-securities insurance products. 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 for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

James F

Series 66

Orlando, FL

Valic Financial Advisors

James Faust is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Valic Financial Advisors and has prior experience at Edward Jones. Outside of advising, he serves as an agent for non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Jacquelyn B

Series 63, Series 65, Series 66

Orlando, FL

Valic Financial Advisors

Jacquelyn Bletzacker is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with Valic Financial Advisors since 2003 and has also been affiliated with Agia since 2022. Outside of her advisory work, she and her husband own a property in Orlando that their son resides in and rents. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Daniel N

Series 63, Series 66

Orlando, FL

Valic Financial Advisors

Daniel Nowak is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Valic since 2016. Outside of his advisory role, he is a member and co-owner of C & D Dizical Collectibles, assisting with online sales of Disney items and collectibles and participating in an annual trade show. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage approximately $29.2 billion across nearly 300,000 clients.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

John N

Series 63, Series 65

Orlando, FL

Valic Financial Advisors

John Newton Jr. is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 2005 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Allison H

Series 63, Series 65

Orlando, FL

Valic Financial Advisors

Allison Hudson is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Valic Financial Advisors since 1998 and also works with Agia in a non-securities insurance capacity. Hudson serves as a past president and board member of the Council of 101 at the Orlando Museum of Art, providing advisory and mentorship support. 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, and brokerage services, utilizing Envestnet UMA models with a focus on customized asset allocation and portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Kelly T

Series 63, Series 65

Orlando, FL

Valic Financial Advisors

Kelly Torresin is a financial advisor at VALIC Financial Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has also served as an agent offering non-securities insurance products. Kelly is based in Orlando, Florida. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm uses a centralized investment approach with discretionary unified managed accounts and offers a range of portfolio management and financial planning services through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Joshua I

Series 63, Series 66

Orlando, FL

Valic Financial Advisors

Joshua Indykiewicz is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Pershing Advisor Solutions, Robinhood Financial, TD Ameritrade, Charles Schwab, and Market Trader's Institute. He is based in Orlando, FL. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and integrates centralized technology and model solutions to support its client services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Jonathan C

Series 63, Series 65

Orlando, FL

Valic Financial Advisors

Jonathan Costanza is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also involved with Agia, a non-securities insurance products firm. Costanza operated Costanza Cravings LLC for one year from 2024 to 2025. Valic Financial Advisors 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 portfolio management, financial planning, and unified managed accounts through a large network of advisors and emphasizes the use of centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Todd C

Series 63, Series 65

Orlando, FL

Valic Financial Advisors

Todd Chamelin is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at VALIC Financial Advisors since 2007 and has been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services. The firm employs a technology-driven approach with discretionary unified managed accounts and operates at scale with over 1,200 advisors and roughly $29.2 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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