David Medina, Financial Advisor, is a Certified Financial Planner™ professional, CFP®, Certified Wealth Strategist, CWS®, Certified Plan Fiduciary Advisor, CPFA at D.A. Davidson & Co., in the Pasadena, CA branch near Los Angeles, David provides compre Tags: Automotive David J Medina Financial Advisor Certified Financial Planner CFP Certified Wealth Strategist CWS Certified Plan Fiduciary Advisor CPFA USC MBA UCLA financial advisor wealth management Series 7 Series 66 registered investment advisor representative fiduciary investments financial planning qualified retirement plans 401k profit sharing 403b defined contribution defined benefit cash balance IRA Roth education 529 tax deferral tax planning estate planning stocks bonds Dimensional Fund Advisors DFA Vanguard life insurance annuities southern California CA Los Angeles San Gabriel Valley Pasadena Arcadia 210 Freeway Lake Avenue 91101 DA Davidson & Co.
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