Andy Medina Alistar, CFP®
Andy serves as a Financial Planner, working directly with clients implementing and developing comprehensive financial plans. Drawing from over 8 years of experience in the areas of retirement planning, investment management, estate planning, risk management and charitable giving, Andy’s approach focuses on a thorough understanding of a client’s circumstances in order to provide a truly customized strategy to achieve their goals.
Prior to joining Creative Planning and Thun Financial Advisors, Andy worked for two major national financial service companies providing investment management to high net worth individuals.
Andy graduated from St. Edward’s University in Austin Texas with a Bachelor of Business Administration degree in Finance & International Business and Master of Science degree in Personal Financial Planning from Texas Tech University. As part of his Master’s program, Andy was able to obtain and now holds the CERTFIED FINANCIAL PLANNER® designation.
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