Our Team
David believes in the liberating power of investing for the future, to achieve financial freedom
Meet David J Medina
David Medina, CFP®, CWS®, AIF®, CPFA
Investment Advisor Representative
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 achieve a work optional lifestyle with the kind of retirement and legacy they desire.