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Saul M
CFP®, Series 63
Scottsdale, AZ
True Fiduciary Financial Advisors, LLC
Saul Medina is a CFP® professional with 14 years of experience in financial advising. He is the sole advisor at True Fiduciary Financial Advisors, LLC, an independent firm he has led since 2021. Prior to founding True Fiduciary, he worked for Vanguard from 2014 to 2021. Additionally, Medina is active in real estate sales as a licensed Realtor, partnering with buyers and sellers in property transactions. True Fiduciary Financial Advisors primarily serves individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a long-term investment approach based on modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs, and accepts both discretionary and non-discretionary mandates.
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