Ashton Medina, CFA, CFP, CEPA
Professional ExitMap Planner / Featured
Wealth Advisor, 15 Wealth ➤
Ashton Medina, CFA, CFP, CEPA, helps clients see wealth through a broader lens — one defined not by accumulation alone, but by endurance. Holding the elite trifecta of CFA®, CFP®, and CEPA® designations — including the CFA®, the highest distinction in investment management, and the CFP®, the benchmark of excellence in financial planning — he brings mastery across investments, holistic planning, and business succession. This rare combination gives him the ability to think like a portfolio manager, plan like a strategist, and advise like a legacy architect.
His proprietary Succession Shield Framework embodies that philosophy: protect equity, ensure continuity, and make wealth transferable across generations. Whether he’s advising a family business on succession or helping clients plan for the future, he unites technical precision with long-term care — offering families and business owners structure that lasts, strategies that adapt, and legacies that endure.
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- Listing ID: 10813
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor