David Medina, CFP, CWS, AIF, CPFA
David is an Investment Advisor Representative at Stewardship Financial (StewFi.com) an affiliate of Global Retirement Partners (GRP). His retirement advisory practice is based on the fiduciary standard, efficient markets, diversification and reducing the impact of fees. He serves retirement plan sponsors in a 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 (CFP®) Professional and a Certified Wealth Strategist (CWS®) as he integrates financial wellness into workplace retirement plans. David began his college education at the University of California Los Angeles (UCLA), and holds a BS and MBA from the University of Southern California (USC).