Alexis Medina
Company Owner at AM Financial Planning | Miami, Florida, United States
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As the Company Owner of AM Financial Planning, Alexis Medina brings a wealth of expertise in financial advisory services, specializing in retirement planning, college education funding, and comprehensive insurance solutions. With a strong focus on both domestic and international markets, Alexis is dedicated to helping clients navigate their unique financial landscapes. His role involves not only prospecting and retaining clients but also conducting thorough analyses of their current financial situations. By evaluating clients' financial needs, existing holdings, and available investment capital, Alexis crafts tailored strategies that align with their objectives, time horizons, and risk tolerances.
Key projects under Alexis's leadership include developing customized retirement plans that incorporate various investment vehicles such as SEP IRAs, traditional IRAs, and Roth IRAs. He also emphasizes the importance of health and life insurance in securing clients' financial futures, ensuring they have the necessary coverage to protect their loved ones and assets. Alexis's proficiency in college planning enables families to strategize effectively for educational expenses, utilizing tools like 529 plans and other investment options.
His extensive skill set encompasses wealth management services, fixed and variable annuities, mutual funds, and disability insurance, allowing him to provide a holistic approach to financial planning. By leveraging his knowledge and experience, Alexis Medina empowers clients to make informed decisions, ultimately guiding them toward achieving their financial goals. For personalized financial guidance, clients can reach out to Alexis at [email protected], where he is ready to help them embark on their journey to financial security.
Company Owner at AM Financial Planning in January 2018 to Present
Registered Investment Advisor at Arven Financial, LLC a member of the MassMutual Financial Group. in April 2016 to November 2017
Account Executive at Mercantil Commercebank in January 2005 to November 2014
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Sales and Marketing
Relationship Banking
Problem Solving
Presentations
Customer Relationship Management (CRM)
Cross-Selling
Communication
Liability Insurance for Business
Property Insurance for Homes
Multilingual
College Education Planning
Life Insurance
Fixed Annuities
Disability Insurance
Mutual Funds
401k
Health Insurance
Wealth Management Services
IRAs
Variable Annuities
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What is Alexis Medina email address?
Email Alexis Medina at [email protected]. This email is the most updated Alexis Medina email found in 2026.
What is Alexis Medina phone number?
Alexis Medina phone number is +13052342931.
How to contact Alexis Medina?
To contact Alexis Medina send an email to [email protected]. If you want to call Alexis Medina try calling on +13052342931.
What company does Alexis Medina work for?
Alexis Medina works for AM Financial Planning
What is Alexis Medina's role at AM Financial Planning?
Alexis Medina is Company Owner
What industry does Alexis Medina work in?
Alexis Medina works in the Insurance industry.
Alexis Medina Email Addresses
Alexis Medina Phone Numbers
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