Find a CFP Professional

Find a CFP® Professional

    Don’t See the CFP® Professional You’re Looking For?

    Refine Your Search

    Check a CFP® Professional's Background

    Search by an individual’s name and verify certification status and disciplinary history.

    Verify

    Are You a CFP® Professional?

    Update your profile today!

    Mr. Steven W. Medland, CFP®

    Contact

    TABR Capital Management, LLC
    http://www.tabr.net

    500 N State College Blvd Ste 1320
    Orange, CA 92868-1622
    View on Map (714) 704-9180

    Year CFP® Certification Received: 2007
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $300,000
    Languages: English
    Specialties: Comprehensive Financial Planning, Investment Management, Planning for Couples, Retirement Income Management, Retirement Planning, Risk Management, Small Business Planning

    Typical Client Profile

    Average Net Worth: $500,001 - $1,000,000
    Average Income: None Provided
    Average Age: Not Applicable
    Profession: None Provided

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

    CFP Board does not provide referrals. You should interview and evaluate several financial planners to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

    For sample questions to ask when interviewing a CFP® professional, visit www.LetsMakeAPlan.org.

    Use of this information by business organizations wishing to solicit CFP® professionals is expressly prohibited by CFP Board.