Maricela Medina, CFP®
Financial Planner
Maricela serves as a Financial Planner, working directly with her 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 over 6 years of experience in the financial services industry, Maricela has developed an indepth knowledge of Financial Planning and offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she worked as a Client Associate for Merrill Lynch.
Maricela was a McNair Scholar and received her Bachelor of Arts degree in Psychology, from California State University, Fullerton. Her background in Psychology helps her connect and truly understand her client’s needs. Maricela is a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Maricela and her husband, Sam, love traveling abroad to new destinations and staying active. In her spare time, you can find Maricela playing tennis and golf with friends, enjoying California’s beautiful beaches, and finding new hiking trails to explore with her dogs, Leo, and Luna.
Articles by Maricela Medina, CFP®
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