Alex Medin

CFP®

Financial Advisor

Alex partners with clients and their families to develop and execute comprehensive financial plans. Bringing nearly a decade of experience working in the SF Bay Area and Southern California, Alex specializes in integrating tax reduction and cashflow strategies into investment management.

Contact
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Professional Designation

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Life Insurance Licensed
    • CA Insurance License #0L04626
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Education

  • Grand Canyon University
  • Bachelors in Entrepreneurial Studies & Innovation
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Personal Interests

  • Baseball
  • Skiing & Snowboarding
  • Hiking
  • Surfing

Phone:

(949) 850-1833

Address:

450 Newport Center Dr
Suite 400
Newport Beach, CA