Fred Medina

Fred Medina is a Portfolio Manager at Trajan Wealth LLC, based in Paradise Valley, AZ, and is part of the firm's Portfolio Management Group. In this role, he oversees client portfolios, providing investment strategy and wealth management services, and brings a strong commitment to fiduciary standards to his clients. His responsibilities include advising on asset allocation, portfolio optimization, and tailoring investment strategies to meet diverse client objectives.

Prior to joining Trajan Wealth in October 2024, Fred served as a Premier Banker at Wells Fargo for over a decade. Throughout his career, he has developed expertise in managing multi-asset portfolios, encompassing equities, fixed income, and alternative investments, with a particular focus on serving high-net-worth individuals and retirees.

While specific educational credentials are not listed in available sources, Fred's long tenure in banking and portfolio management reflects deep experience in personal finance, investment advisory, and client relationship management. His notable achievement includes a successful transition from retail banking to investment portfolio management, where he applies a comprehensive, client-focused approach to wealth preservation and growth.