David Medina, MBA, CFP®, CPFA

Adjunct Professor
Phone: (626) 592-6026
Photo of David Medina, MBA, CFP®, CPFA

Biography

David Medina, MBA, is a financial advisor at D.A. Davidson & Co. in Pasadena, where he provides individuals investment advice and holistic financial planning. He also serves retirement plan sponsors and their participants, offering high-quality and low-cost solutions to improve outcomes for all stakeholders. He believes in the liberating power of investing for the future, and in its significance when striving for financial freedom. As a financial advisor, Medina pursues his two greatest passions: personal financial planning, and helping others achieve their goals. He has a tremendous desire to learn, and is honored to share with others as a teacher. He and his wife, Sherry, live in Arcadia, where they are raising their two sons, and attend San Gabriel Community Church. He serves as treasurer of the Elizabeth House crisis pregnancy center, where he restructured their endowment and established a 403(b) plan for employees. He enjoys mentoring MBAs at his alma mater, and owning thoroughbred racehorses in partnership.

Education

  • MBA, University of Southern California
  • BUAD (Magna Cum Laude), University of Southern California

Credentials/Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Wealth Strategist® (CWS®)
  • Accredited Investment Fiduciary® (AIF®)
  • Certified Plan Fiduciary Advisor (CPFA)
  • FINRA Series 7 and 66
  • Life and Health Insurance License

Academic Area

  • School of Business and Management

Expertise

  • Retirement Plan Advisory
  • Wealth Management

Courses Taught

  • ECON 352 – Financial Markets and Institutions