My mission is to provide every client with targeted, customized financial advice-delivered with a hi MCM Wealth Advisors Inc. Member FINRA/SIPC. www.finra.org.
provides access to advisory services for successful business owners, Corporate Executives, Entrepreneurs, Professionals and prospective retirees with a substantial amount of investable assets. Maggie Medina, President and LPL Wealth Advisor also travels to Latin America to meet with clients regularly to evaluate progress, to make the necessary adjustments so that the investment plan are on track t
owards all their financial objectives. A full-service independent firm, the professionals at MCM Wealth Advisors offers unbiased advice and portfolio management for families and businesses across the United States and Internationally. MCM Wealth Advisors was founded on the belief that every client is unique, and as such, financial plans should be tailored to each individual client. Experience in market fluctuations offered an invaluable lesson in hard work, honesty and compassion that guides MCM Wealth Advisors today. President, LPL Wealth Advisor
Maggie’s mission is to provide every client with targeted, customized financial advice-delivered with a high level of personal service and professional integrity. Making sure your wealth continuous to work in support of the goals you have established takes careful planning. Such planning is not a single event-it is a Process. As your life circumstances change, so must the investment strategies targeted to your specific needs and goals. At your request, I am happy to work with your CPA, Attorney, and any other professional consultant so we can address tax, estate and other planning issues to help preserve your wealth-now and for generations to come. Maggie Medina is a graduate of San Diego State University where she earned a Bachelors degree in International Business. Maggie currently holds her series 7, 63, and 66 securities registrations with LPL Financial and life and health insurance licensed. Maggie Medina brings more than two decades of financial and investment experience to MCM Wealth Advisors company she founded in 2014 after 20 years previously working for different Brokerage houses and Banks including: Wells Fargo Advisors, Merrill Lynch, Santander USA, Bank of America. Maggie Medina’s #1 priority is to keep her clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their goals. In addition Maggie strengthens the research capabilities by coordinates the company’s marketing and long-term growth plans. In addition, Maggie’s helps ensure clients and business partners always receive the high level of service that is the hallmark of our firm. Although Maggie’s career has been very fulfilling and personally rewarding. Her greatest passion and sense of daily inspiration comes from her Immediate family, friends and new and existing client friends. Awards and Recognitions:
- Active Member of the Leads Club International-Women empowering Networking Group
- Active Member of Business Networking International Group.-Bonita
- Five Star Professional Financial Advisor winner announced in Wall Street Journal-2015
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers. Award verified at: www.fivestarprofessional.com
Providing access to the following products and services:
Annuities
Asset Allocation Programs
Business Retirement Plans
Capital Preservation Strategies
Common and preferred stocks
Corporate and Preferred Stocks
Corporate and Convertible Bonds and Funds
FDIC Insured CD’s
Wealth Management for International Clients
Government and Agency Bonds
Disability Insurance
Life Insurance
Long Term Care Insurance
Traditional IRA’s, ROTH IRA’s and 401-K Rollovers
Tax Advantaged Municipal Bonds
Mutual Funds
Client Portfolio Management
Portfolio Analysis and Evaluation
Risk Management
No strategy assures success or protects against loss. Disclosures:
• Securities and advisory services offered through LPL Financial, a registered investment advisor. www.sipc.org.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
07/07/2015
06/13/2015