David J Medina, CFP®, CWS®, CPFA - Financial Advisor

Distinctive Advice in the Areas of Wealth Management & Workplace Retirement Plans

As a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and Certified Wealth Strategist® (CWS®), I help individuals achieve their financial goals through the use of Evidence-Based Investing and Comprehensive Wealth Management.

Also, as a Certified Plan Fiduciary Advisor (CPFA), I partner with retirement plan sponsors to optimize plan design, share their fiduciary duty and streamline processes with the goal of improving outcomes for participants.

In both of these practice areas, I am passionate about helping ensure broad diversification, reduce expenses and manage taxes to achieve their financial objectives. I welcome the opportunity to provide a fully integrated wealth management proposal, or carefully examine how to enhance your qualified retirement plan.

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