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Workplace Retirement Plan Resources

Please click here for a one page PDF on our Workplace Retirement Plan Resources

Our Firm - Stewardship Financial
Stewardship Financial provides distinctive fiduciary advice dedicated to comprehensive wealth management and workplace retirement plans, prudently managing the resources entrusted to us for the benefit of our clients.

Financial Advisor - David J Medina, CFP®, CWS®, AIF®, CPFA
David’s retirement advisory practice is based on the fiduciary standard, efficient markets and reducing the impact of fees. Prior to his career as a financial advisor, David represented Avon retirement plan participants and led enhancements to reduce fund expenses, broaden investment options, provide asset allocation support and received an IRS Determination Letter approving Pre-Tax and Roth contributions for the plan.

He serves retirement plan sponsors in a 3(21) or 3(38) fiduciary capacity, and assists them in fulfilling their duty to participants through diligent plan design focused on achieving desired outcomes. David earned the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor (CPFA) marks which demonstrates his commitment to prudent practices, and specialized knowledge in the qualified plan space. He is also a Certified Financial Planner Professional (CFP®), and a Certified Wealth Strategist® (CWS®) as he integrates financial wellness into workplace retirement plans. David holds a BS and MBA from the University of Southern California.

David seeks to leverage the tremendous resources available in the retirement plan industry, and shares this knowledge to benefit plan sponsors and participants. He participates in national retirement plan events including the National Association of Plan Administrators (NAPA) Summit, Fi360 Insights and Advisor 2X. David has been a featured speaker on the topic of workplace retirement plans at the Avon Products National Conference, plus chapter meetings of Cal CPA and Bruin Professionals. He is also the author of the collaborate book “The Right Plan, The Right Process, Optimizing Your Retirement Plan, Benefits and Planning Strategies”.

Our RIA - Global Retirement Partners (GRP)
Global Retirement Partners (GRP) brings together experienced retirement plan advisors to help plan sponsors manage their obligations and provide broad-based benefits, while helping plan participants work toward their dreams. Our mission is to provide unparalleled support to advisors specializing in the servicing of retirement plans. A commitment to plan sponsors, retirement planning, advisors, plan participants, and innovation drives Global Retirement Partners.

Member - Global Retirement Partners Advisor Alliance (GRPAA)
GRP Advisor Alliance (GRPAA) is an elite group of retirement plan advisors from across the country. Members access a suite of programs and services designed to help advisors set themselves apart from the competition and deliver differentiated offerings to their clients. GRPAA is committed to delivering innovative, affordable solutions that benefit advisors, plan sponsors and ultimately plan participants.

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