David Medina, CFP, CWS, AIF, CPFA

David Medina, CFP, CWS, AIF, CPFA

Stewardship Financial
440 East Huntington Drive, Suite 318 Arcadia, CA 91006
Investment Advisor Representative
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About 

David Medina, CFP, CWS, AIF, CPFA

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.


Licenses

Accredited Investment Fiduciary (AIF)
CERTIFIED FINANCIAL PLANNER™, CFP®
Series 66
Securities Industry Essentials (SIE)
Series 7

Education

University of Southern California

About 

Stewardship Financial

FIRM SEC/CRD #

172011

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

Yes

Methods of Compensation

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