#17 The Secrets to Becoming a Successful Financial Advisor w/ David Medina, Founder & Investment Advisor Representative at Stewardship Financial

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This episode’s guest is David Medina (StewFi.com ), founder & Investment Advisor Representative at Stewardship Financial. David helps his clients to obtain a work optional lifestyle with the kind of retirement and legacy they desire. Prior to founding Stewardship Financial, David’s experience included 25 years in financial planning & analysis, plus six years as a Senior Financial Advisor. David likes to leverage his knowledge to benefit wealth management clients. He also seeks to partner with plan sponsors to streamline solutions so employers can work on their business, while employees may improve productivity and retirement readiness.

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