Exit Planning Institute - Find a CEPA

Ashton Medina is a Wealth Advisor at GradePoint Financial with over 15 years of experience in the financial industry. He holds the prestigious CFA® designation, the highest distinction in investment management, and is a CFP® certificant, a widely recognized benchmark of excellence in financial planning.

EXPERIENCE

Ashton started his career as a Fixed Income Trader and Portfolio Manager, primarily working with institutional investors. Over the past twelve years, he has shifted his focus to managing portfolios for high-net-worth families, foundations, and institutional investors, helping them pursue their financial goals. He is particularly skilled at addressing the unique and complex challenges that clients face, offering tailored solutions with a focus on multi-generational wealth and estate planning. Ashton’s personalized approach, combined with his attention to detail, sets him apart from others in the field.

He earned a Bachelor of Business Administration in Finance from Florida International University, graduating Magna Cum Laude. Outside of work, Ashton enjoys spending time with his wife and son, coaching and playing soccer, and practicing the martial art of Aikido.

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EXPERIENCE

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ASHTON MEDINA

ASHTON MEDINA

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