Professional Credentials

 

 

 

 

 

 

 


In April 2017, David Medina earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) mark. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks, which represent a high level of competency, ethics and professionalism. Because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.

 

 

 

 

 

 

 



In November 2015, David Medina earned the Certified Wealth Strategist® (CWS®) designation. This designation is provided to financial professionals who have demonstrated an advanced understanding of wealth management. Obtaining the designation provides financial services professionals with the technical knowledge and critical client communication skills to work effectively for clients with more complex wealth issues. It is offered by the Cannon Financial Institute, a leading continuing education company in the securities industry. With a blended learning approach, the CWS® program provides a unique perspective on how to collaborate with clients and their other financial professionals. It is a holistic practice management program that provides a practical and action-oriented perspective to identifying and meeting clients' wealth management opportunities.

 

 

 

 

 



In March 2017, David Medina earned the Certified Plan Fiduciary Advisor credential. The CPFA is maintained by the National Association of Plan Advisors (NAPA), which is part of the American Retirement Association. Developed by some of the nation’s leading advisors and retirement plan experts, the credential demonstrates one's knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA have gained the knowledge required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.