David Medina, financial advisor San Rafael CA

David Medina

Stewardship Financial

CRD Number: 6424586
Current Firm: Global Retirement Partners LLC
Compensation Model: Fee Only

Background:  David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.

Principles:  He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.

Education:  University of Southern California, MBA, Consortium for Graduate Study in Management Fellow. University of Southern California, BUAD, Beta Gamma Sigma, Magna Cum Laude.

Financial Planning:  David collaborates to create a personalized financial plan, which provides a disciplined approach to his clients’ finances. This reduces the impact of predictions or emotions, which are often destructive to wealth.

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Professional Designations
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Feb 2021 - Current 3
D.a. Davidson & Company Pasadena, CA Dec 2014 - Feb 2021 6
Avon Products Pasadena, CA Jul 1993 - Nov 2014 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for David J. Medina
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Firm Disclaimer:

Investment advisory services offered through Stewardship Financial, an SEC registered investment advisor

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Data verified by both the advisor and the public regulatory data.

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