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#17 The Secrets to Becoming a Successful Financial Advisor w/ David Medina, Founder & Investment Advisor Representative at Stewardship Financial
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Listen on
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David Medina (StewFi.com ) is the Founder and Investment Advisor Representative at Stewardship Financial. David helps his clients to 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 six years as a Senior Financial Advisor. David likes to leverage his knowledge to benefit wealth management clients. He also seeks to partner with plan sponsors to streamline solutions so employers can work on their business, while employees may improve productivity and retirement readiness.
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Best Moments From FAW Episode #17 w/ David Medina #HighlightReel
4 Strategic Principles of Wealth Management | Clip From FAW Episode #17
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This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations please consult the firm’s form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
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