San Antonio, TX Callaghan Rd Office

Team
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VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Firm-wide stats for VOYA Financial Advisors, Inc.

Total advisors

745

Across 220 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services typical of large enterprise advisers — financial planning, portfolio management, wrap programs, third‑party money manager access, and plan‑sponsor consulting.

VFA delivers advice through multiple program structures, including Unified Managed Account wrap programs, third‑party money manager programs, and affiliated retirement‑advice offerings (VRA powered by Morningstar), and it frequently provides non‑discretionary recommendations that clients must approve before transactions are executed. The firm’s Form ADV reports the large majority of its managed assets are held in non‑discretionary arrangements, reflecting this preference for recommendation-based relationships rather than widespread discretionary management.

Distinctive features disclosed in the brochure include its dual role as both an SEC‑registered investment adviser and a broker‑dealer, the continued sale of certain products on a commission basis and the practice of making some products available only through its broker‑dealer channel. The firm also operates multiple affiliated programs and revenue‑sharing arrangements (including product partner arrangements and relationships with its clearing firm) and a proprietary cash‑sweep option, and its phone‑based Investor Center advisors are compensated differently than field IARs — structural elements the brochure identifies as potential conflicts of interest that differentiate VFA from many enterprise peers.

Based on VOYA Financial Advisors, Inc.

Expertise

Retirement income strategy General retirement planning Business ownership considerations

Based on VOYA Financial Advisors, Inc.

Occupation focus

Founder/Business Owner Executive

Based on VOYA Financial Advisors, Inc.

Location

7551 Callaghan Rd Ste 100

San Antonio TX 78229

Advisors at this office

5

Advisors at this office

user avatar

Alberto V

Series 63, Series 66

San Antonio, TX

VOYA Financial Advisors, Inc.

Alberto Villarreal is a financial advisor at VOYA Financial Advisors, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with VOYA since 2014. Outside of his advisory role, Villarreal is a licensed independent insurance agent and serves as a notary. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting through multiple program structures, primarily focusing on non-discretionary, recommendation-based advice.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Gary B

Series 63, Series 66

San Antonio, TX

VOYA Financial Advisors, Inc.

Gary Boehmer is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with VOYA since 2014 and has operated Barheart Ranch since 2005. Outside of his advisory role, he serves as a board member for Grace Redemption Community Church, a nonprofit that assists homeless and disadvantaged individuals in San Antonio. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, primarily operating through non-discretionary client relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Shane P

Series 63, Series 66

San Antonio, TX

VOYA Financial Advisors, Inc.

Shane Pfeffer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he owns and manages cattle sales through Shane Pfeffer Farms. VOYA Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary and wrap program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Paul F

Series 63, Series 65

San Antonio, TX

VOYA Financial Advisors, Inc.

Paul Fernandez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Eagle Strategies, Bridgeway Financial Inc., NYLIFE Securities LLC, and New York Life Insurance Co. Outside of advising, he serves as a board member of the Volunteer Services Council of the San Antonio State Supported Living Center and owns a non-income generating automotive business. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures. The firm provides primarily non-discretionary, recommendation-based advice and operates as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Richard L

CFP®, ChFC®, Series 65, Series 63

San Antonio, TX

VOYA Financial Advisors, Inc.

Richard Longoria II is a CFP® and ChFC® professional with 12 years of experience at VOYA Financial Advisors, Inc., where he has worked since 2014. Prior to joining VOYA, he was associated with RJG Retirement Services, LLC. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a broad range of clients, including individual investors, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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