David Medina, CFP, CWS, AIF, CPFA
Stewardship Financial
Years of Experience
10 years
Number of Clients
160
Average Client Size
$500,000
Member Since
2023
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
David believes in the liberating power of investing for the future, to achieve financial freedom. As a Financial Advisor, he seeks to help others also obtain a work optional lifestyle with the kind of retirement and legacy they desire.
Clientele
My clients are often similar to "The Millionaire Next Door". Those that spend less than they make, and wisely invest the difference. Over time, my clients tend to be approaching retirement age, business owners, have a family, and over time become more concerned with their financial legacy than their own lifetime needs.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Credentials and Designations
Accredited Investment Fiduciary®
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Certified Financial Planner™
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Pricing Models
Education
University of Southern California
MBA
Obtained in 1993
University of Southern California
BUAD
Obtained in 1987
Disclosures and Proof of License
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