David Medina
On today's episode, Seth speaks to David Medina, a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and Certified Wealth Strategist® (CWS®), abotu how he believes in the liberating power of investing for the future, to achieve financial freedom. As a Financial Advisor, he seeks to help others achieve a work optional lifestyle with the kind of retirement and legacy they desire. David brings 25 years of corporate experience, primarily in financial planning & analysis and consulting on workplace retirement plans, to his established investment advisory practice. He is delighted to leverage this…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.