Sharon Medina

VENTURA BRANCH - OPERATIONS MANAGER, FPQP®

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.  She 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.

The IWA Team

Click photo to view bio

Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

  • Act in your best interest
  • Be transparent about costs and fees associated with our services
  • Disclose any conflicts of interest that may be present when providing recommendations
  • Help you understand all of the options available to you
  • Provide prudent investment advice
  • Avoid high cost or high commission products
  • Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

Contact Us