Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important and I can provide you with the risk protection that can help make your goals a reality.

My Mission

It is my mission to provide a service founded on moral principle, technical proficiency and sound judgment in order to allow our clients to have the peace of mind they deserve and expect in regards to handling their most important financial goals. In addition, it is my mission to be the face of hope in an otherwise chaotic economic world. Furthermore, it is my mission to establish and build long lasting relationships providing security to families and businesses for generation to come.

My core values include:

  • Honor:  Having the integrity to be faithful to our clients and our business regardless of outcome.
  • Courage: Bold action in the face of adversity.
  • Commitment: Selfless dedication to our clients and business.
  • Accountability: Holding ourselves to a standard that is no less the maximum standard expected.
  • Respect:  Utmost consideration for my clients, their families, and the community.

By building relationships with my clients, I can ascertain the goals and dreams each client has in providing for their families, for their employees, and for their communities. In a collaborative effort with other professionals and specialists, my team and I deliver  tailored solutions to fulfill legacies, build financial independence, and help provide security and success for client's families, businesses, and communities.

Irvine Financial Advisor Supports Police and Vets in 10k Run

Ernie Medina Wins Community Service Award from the Northwestern Mutual Foundation

Contributing to the community is a way of life for Ernie Medina. In honor of the work he does with Websites for Heroes, Medina has been awarded the 2014 Community Service Award by the Northwestern Mutual Foundation.  The award is presented annually to 16 Northwestern Mutual financial professionals who demonstrate exemplary service with a local nonprofit.  As part of the award, Websites for Heroes will receive a $10,000 grant from the Foundation in Carr’s honor.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Ernie Jason Medina, CLTC®

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
VIEW NOW

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck