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Medina Financial Services, a subsidiary of UBS, is a renowned global wealth manager and universal bank based in Switzerland, providing a comprehensive range of financial services tailored to both individual and corporate clients. With expertise in wealth management, asset management, and investment banking, they focus on delivering personalized advice and innovative solutions to help clients achieve their financial goals. Dedicated to maintaining strong client relationships, Medina Financial Services prioritizes security and integrity, actively combating fraud while integrating the strengths of UBS and Credit Suisse. Their commitment to understanding the evolving needs of clients, especially during significant wealth transfers, underscores their reputation for delivering insightful strategies and robust financial management. Generated from the website

Edna J. Thompsen, a highly experienced and certified financial consultant, has been providing personalized financial coaching services since 1987. With a focus on empowering individuals, Edna offers fee-only objective financial advice and education, specializing in personal cash flow and retirement strategies. She also serves as a financial coach during the adversarial or collaborative divorce process, aiming to make a positive difference in her clients' lives by providing practical advice and peace of mind. With over two decades of experience in the financial services industry, Edna J. Thompsen brings a wealth of knowledge and expertise to her clients. As a Certified Financial Planner (CFP), Certified Senior Advisor (CSA), Accredited Investment Fiduciary (AIF), and Certified Divorce Financial Analyst (CDFA), she offers unique solutions to financial planning and strives to help individuals achieve their financial goals. Through her complimentary initial consultation, clients can discover the benefits of Edna's financial coaching and gain valuable insights into their financial well-being.Generated from the website