San Diego, CA Office

Team
Updated today
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

San Diego CA

Advisors at this office

7

Advisors at this office

user avatar

Junior G

Series 63, Series 65

San Diego, CA

VOYA Financial Advisors, Inc.

Junior Granados is a financial advisor at Voya Financial Advisors, Inc. in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Voya entities since 2005, including Voya Financial Partners and Voya Retirement Advisors. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based programs.

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

Arturo M

Series 63, Series 65

San Diego, CA

VOYA Financial Advisors, Inc.

Arturo Mendez Vega is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Vanguard Marketing Corporation, TIAA-CREF, Empower Financial Services, and Tiaa. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice with a large portion of assets managed through non-discretionary arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

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

Dauna B

Series 63, Series 65

San Diego, CA

VOYA Financial Advisors, Inc.

Dauna Bohlken is a financial advisor with Voya Financial Advisors, Inc. in San Diego, CA. She holds Series 63 and Series 65 credentials and has 28 years of industry experience. Bohlken has worked at Voya Financial Advisors and its affiliated entities since 2014. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

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

Winnie R

CFP®, Series 63

San Diego, CA

VOYA Financial Advisors, Inc.

Winnie Robinson is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has been with Voya Financial Advisors, Inc. since 2016 and is currently based in San Diego, CA. Voya Financial Advisors, Inc. serves a diverse range of clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, often delivering non-discretionary advice that requires client approval before execution.

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

Ethan B

Series 66

San Diego, CA

VOYA Financial Advisors, Inc.

Ethan Brackett is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has been with Voya since 2015. Outside of advising, he serves as president of a homeowners association in San Diego and performs as a magician for client events. Voya Financial Advisors, Inc. serves a diverse group of individual and institutional clients, providing financial planning, portfolio management, and consulting services. The firm offers multiple advisory program structures, including wrap and third-party manager programs, and maintains a preference for non-discretionary client relationships.

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

Darren W

Series 63, Series 65

San Diego, CA

VOYA Financial Advisors, Inc.

Darren Wagerman is a financial advisor with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Great West Life & Annuity Insurance Company for 20 years. Outside of his advisory role, he also works as a Lyft driver during weekends and holidays. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through various program structures. The firm primarily provides non-discretionary, recommendation-based advice across multiple affiliated platforms.

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

David V

Series 66

San Diego, CA

VOYA Financial Advisors, Inc.

David Vallerga is a financial advisor at Voya Financial Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Voya since 2018. Prior to joining Voya, he spent five years with Massachusetts Mutual Life Insurance Company and MML Distributors, LLC. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, often delivering non-discretionary recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
View complete list of advisors at this office
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