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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Moses Medina

My name is Moses Medina. I live in the Phoenix, AZ area with my wife of 23 years, Hollie. We have three adult children & welcomed our first grandchild in August of 2020.

God placed it on my heart to address the state our finances were in during 2010. I read the book “The Total Money Makeover” by Dave Ramsey. My wife & I started working the Baby Steps and then we attended Financial Peace University several months later.

This translated into our God-given mission to help as many people as we can to become debt free, build wealth & protect their family legacy! So, we started running Financial Peace University classes ourselves over six years ago, we’ve coordinated 37 FPU classes as of 2020 & we plan to continue running classes in the future. This also inspired me to add some more tools to my toolbox in order to provide those we come in contact with, an honest life insurance & securities agent. We want to help you get to that “Everyday Millionaire” status that Dave Ramsey & Chris Hogan talk about so you can leave an inheritance to your children’s children!

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More About Moses:

  • National Program, and West Phoenix SVP territory
  • Coordinator of 37 Financial Peace University classes
  • Last consumer debt paid in March of 2012
  • Stewardship leader at our church since 2017

Locations Served


  • 602-695-4157

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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