David J Medina, CFP®, CWS®, CPFA - Senior 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 create plan efficiencies with the goal of improving outcomes for both employers and employees.

In both of these practice areas, I am passionate about helping to ensure broad diversification, reduce expenses and manage taxes for the benefit of my clients. 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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