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Sharon Medina, FPQP®

Ventura Branch - Operations Manager, FPQP®

Sharon Medina

Sharon

Sharon Medina is a Licensed Admin and Para planner. She has assisted Advisors and their clients for over 18 years.

She enjoys the quick and ever-changing pace of the industry.

Sharon and her husband have been married for 20 years and they have one daughter and have been Ventura residents since 2004.

Sharon is fluent in ASL (American Sign Language) and has enjoyed helping the deaf community in years past.

What does wealth mean to you?

Wealth means having peace of mind. I think wealth goes beyond material and includes family and friends. Without the latter, material wealth means nothing.

What inspires you about your work?

I enjoy helping others navigate the complexities of retirement and overall investment health. I am always inspired when I see you have made a difference.

What’s a fun fact about you?

I love to dance! My first job was a Barista in a local coffee shop.
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196 S Fir St, Ste 140
Ventura, CA 93001
Phone: (805) 339-0760
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205 S Signal St,
Ojai, CA 93023
Phone: (805) 646-3729
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