440 East Huntington Drive, Suite 318
DAVID J MEDINACFP®, CWS®, AIF®, CPFA
Distinctive Fiduciary Advice
When Markets React
It May Be Time for a Financial Checkup
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 an Accredited Investment Fiduciary® (AIF®) and 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.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.