CALIFORNIA CONSUMER - Key Persons

David Medina

Job Titles:
  • Investment Advisor
  • Representative
  • Treasurer of the Elizabeth House
David serves as Treasurer of the Elizabeth House crisis pregnancy center where he helped establish a 403(b) plan for employees, and restructured their endowment which he manages pro-bono. He is also a director for Encore Trojans, Bruin Professionals and the Fiduciary Roundtable. He enjoys mentoring MBAs at his alma mater, and candidates with the CFP® Board. David served as an Adjunct Professor at Azusa Pacific University where he taught on Financial Markets & Institutions. He is the author of the collaborative book "The Right Plan, The Right Process", Optimizing Your Retirement Plan Benefits and Planning Strategies.