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Esau M
Series 65
Grace, ID
Medina Financial, LLC
Esau Medina is the principal of Medina Financial, LLC, an independent firm based in Grace, Idaho. He holds a Series 65 designation and has five years of industry experience, including prior roles at ICWG and AECOM. In addition to his advisory work, he provides financial accounting consulting and bookkeeping services. Medina Financial offers discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm emphasizes active, fundamentally driven portfolios focused on U.S. small- and mid-cap equities, supplemented by technical analysis and selective use of derivatives.
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