Building Wealth for Frisco Families

Jose Medina, MBA - Independent Fiduciary

I founded J I Medina Wealth Management in 2015 with a clear mission — to provide Frisco families and business owners with the same quality of independent, fiduciary financial advice that was previously only available to the ultra-wealthy.

After building my practice for several years, I made the decision in 2019 to step away and care for my mother during a difficult time. That experience reinforced everything I believe about financial planning — life is unpredictable, and having a solid financial foundation makes all the difference when it matters most.

I returned to practice with significantly better technology, deeper experience, and a renewed sense of purpose. Frisco has grown dramatically since I first started here, and the demand for truly independent, conflict-free financial advice has never been greater.

As a Frisco resident and business owner myself, I understand the unique financial landscape of this community — the corporate relocations, the real estate wealth, the business owners, the families planning for retirement in one of Texas's most dynamic cities.

I am not a call center. I am not a bank. I am your local neighbor who happens to manage investments and financial plans for a living — and I take that responsibility seriously every single day.

Jose Medina holds an MBA from the University of Houston System with a concentration in Finance. He also holds his series 7, 63 and 65 licenses, along with his property and casualty, life, health, and accident insurance licenses.