Wed, Jul 02
|Insperity, Suite 650
Glendale July 2025 Chapter Meeting
Join Bruin Professionals Glendale for their Monthly 2025 Chapter Meeting, this month with BP Member David Medina talking about gaining access, and diversification, to private equity & private credit!
Time & Location
Jul 02, 2025, 7:30 AM – 9:00 AM PDT
Insperity, Suite 650, 550 N Brand Blvd, Glendale, CA 91203, USA
Who's attending:
About the event
Join BP Glendale Chapter on their monthly meeting!
Democratizing Alternative Investments - Gaining access, and diversification, to private equity & private credit
Meet the speaker:
David Medina
David is an Investment Advisor Representative and founder of Stewardship Financial in Arcadia. As a Certified Financial Planner® (CFP) and Certified Wealth Strategist® (CWS), he helps individuals achieve their financial goals through the use of Evidence-Based Investing and Comprehensive Wealth Management. David is also an Accredited Investment Fiduciary® (AIF) and Certified Plan Fiduciary Advisor (CPFA) where he partners with retirement plan sponsors to improve outcomes for both employers and employees.
He was an Adjunct Professor at Azusa Pacific University (APU) where he taught on financial markets and institutions. He is also the author of the book, "The Right Plan, The Right Process: Optimizing Your Retirement Plan, Benefits and Planning Strategies" which is collaborative interview strategy that includes subject matter experts in a number of areas involving the 401(k) business to assist plan sponsors in meeting their responsibilities to participants.
Date: July 2nd, Wednesday
Time: 7:30 AM - 9:00 AM
Location: Insperity
550 N Brand Blvd, Suite 650
Glendale, CA 91203, USA
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