Aaron Christopher Medina, Financial Services

Aaron Christopher Medina, Financial Services I'm committed to helping you get closer to your dreams. I strive to provide you the best experience possible.

When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free.

Spring is in the air and with a little bit of elbow grease, financial peace-of-mind could be just around the corner. Rea...
03/11/2026

Spring is in the air and with a little bit of elbow grease, financial peace-of-mind could be just around the corner. Reach out if you want a fresh start on your plan.

03/05/2026

Being stuck in your job gets old. If you’re looking for a career with more impact and momentum, you might be surprised by what a path as a financial advisor can offer. I want to tell you more. Let’s chat.

03/04/2026

Does it feel like you’re living in two different financial realities? Part of my job is to help you get on the same page financially. Reach out and let’s get started.

02/25/2026

My clients tell me all the time that financial confidence helps them stay steady through life’s ups and downs. If that’s something you want, let’s talk.

Changing jobs can raise a lot of questions. Especially ones about your benefits. Let’s walk through what stays, what goe...
02/09/2026

Changing jobs can raise a lot of questions. Especially ones about your benefits. Let’s walk through what stays, what goes, and what follows you, so you can make a plan for what’s next.

It’s important to map out a game plan for your family's future. I can help you navigate questions like these and more. R...
01/28/2026

It’s important to map out a game plan for your family's future. I can help you navigate questions like these and more. Reach out today.

Retirement plans can be confusing. But not “6-7 meme” confusing… Connect with me and let’s simplify your future.
01/13/2026

Retirement plans can be confusing. But not “6-7 meme” confusing… Connect with me and let’s simplify your future.

You have enough to worry about with a baby on the way. Let me help you deal with the stress of financial planning so you...
01/12/2026

You have enough to worry about with a baby on the way. Let me help you deal with the stress of financial planning so you can focus on the rest.

No matter what tax bracket you’re in, your standard deduction has changed due to recent legislature. I can help you plan...
12/12/2025

No matter what tax bracket you’re in, your standard deduction has changed due to recent legislature. I can help you plan so you’re ready when those changes take effect.

Address

330 Checkers Drive
San Jose, CA
95133

Opening Hours

Monday 7am - 6pm
Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm

Telephone

+14085020199

Website

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