Events & Press Releases

Event: D.A. Davidson is pleased to recognize that David J Medina, CFP®, CWS®, CPFA recently became a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, and also earned the Certified Plan Fiduciary Advisor (CPFA) mark. To celebrate this significant achievement, we are delighted to host an evening of celebration and networking with libations and hors-d’oeuvres:

Date: Tuesday, July 11, 2017 "Seven-Eleven"
Time: 5:30pm to 7:30pm
Location: D.A Davidson Pasadena Branch Office
301 North Lake Avenue, Suite 800
Pasadena, CA 91101

Please RSVP to Marilyn Salvador, or 626-773-4231 at your soonest convenience, or no later than July 7, 2017.
Please click here for a one page PDF, July 11, 2017 Event Invitation

Press Release: David J Medina, former "middle aged, middle manager' enjoys new life as a financial advisor, earns two more certifications (CFP®, CPFA)
Please click here for a one page PDF, June 2017 Press Release

Please click here for a one page PDF, Wealth Management Bio