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David Medina, CFP, CWS, AIF, CPFA | Financial Advisor

Profile img for David Medina, financial advisor at Stewardship Financial
Arcadia, CA
David Medina, CFP, CWS, AIF, CPFA
Financial Advisor
Stewardship Financial

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
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. Prior to founding Stewardship Financial, David’s experience included 25 years in financial planning & analysis, plus 6 years as a Senior Financial Advisor at D.A. Davidson. He is delighted to leverage this knowledge to benefit wealth management clients, ERISA plan sponsors and participants.
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Specialties and Expertise

6
Philanthropic Planning and Giving
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Portfolio Construction

Clientele

6
Inheritors
Parents of Special Needs Children
Retirees
Wealthy Families
Business Owners
Businesswomen

Credentials and Designations

2
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Accredited Investment Fiduciary®

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Certified Financial Planner™

Education

2
University of Southern CaliforniaMBAYear Obtained: 1993
University of Southern CaliforniaBUADYear Obtained: 1987
Quick Facts About David
Years of Experience:10 yearsMember since:2023Average Account Size:$500,000Number of clients:160

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

AUM

Proof of License

SEC Profile
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Arcadia, CA
David Medina, CFP, CWS, AIF, CPFA
Financial Advisor
Stewardship Financial
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Profile last updated: 12-03-2024
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