Marcos Medina, CFP®

Marcos serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly a decade in the financial services industry, Marcos offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Marcos served as a wealth advisor at one of the nation’s largest investment advisory firms, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.

Marcos received his Bachelor of Science degree in finance from Nova Southeastern University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Marcos served in the U.S. Marine Corps and is a member of the Kappa Sigma fraternity. He enjoys traveling, playing piano, being involved in the community as a proud member of the Krewe of the Rolling Elvi, and spending quality time with family and friends.