Cfp® Juan Carlos Medina

Juan Carlos Medina, CFP®, is a seasoned financial planner and coach with extensive experience across various financial institutions. Currently serving as a Resident Financial Planner at Financial Finesse since October 2018, Medina focuses on providing unbiased financial education to promote financial security and independence. As the Founder of Financial Fitness Collective, Medina offers personalized financial coaching and workshops aimed at fostering behavioral change for financial independence. Previous roles include On-Demand Personal Financial Counselor at Zeiders Enterprises, Retirement Plan Specialist at ISG Financial Advisors, and Financial Consultant at Fidelity Investments, where Medina managed substantial assets and provided comprehensive financial planning to diverse clients. With a background that includes positions at Morgan Stanley, Credit Suisse, and JPMorgan Chase, Medina combines a robust financial acumen with a commitment to supporting individuals in achieving their financial goals. Medina holds a Bachelor of Arts degree in Economics and Psychology from Rutgers University–New Brunswick.