Sharon Medina brings over 30 years of industry experience to her role as an Investment Advisor at Pinnacle Investment Advisors. She attended the University of Houston and currently holds several professional credentials, including Series 7 and Series 65 registrations, along with Life, Health, and Property and Casualty insurance licenses.
Strategy meets consistency.
Sharon follows an investment philosophy centered on diversifying your portfolio to reach your specific goals. She conducts ongoing meetings to monitor your progress against current market conditions. This consistent oversight ensures you understand and feel comfortable with your financial direction at every stage.
Collaborating for your future.
Building trust starts with a genuine connection. Sharon collaborates with you to define clear objectives and timelines that lead toward your financial milestones. By combining open communication with a commitment to your aspirations, she establishes a solid foundation for your lasting success.
Life outside the office.
When she is not analyzing market trends, Sharon stays active through swimming and boating. She also enjoys reading and following her favorite sports teams. Her balanced approach to life mirrors the stability she strives to provide for your financial legacy.