Steven W. Medland,  CFP<sup>&reg;</sup> - Financial Advisor

Steven W. Medland, CFP®

Partner

TABR Capital Management, LLC

500 N State College Blvd, Ste 1320
Orange, CA 92868-1622
FINANCIAL ADVISOR'S WEBSITE
(714) 704-9180

General

Steven Medland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TABR Capital Management, LLC in Orange, CA and the surrounding communities.

Financial Advisor Overview

Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future.

With over 32 years of experience helping clients manage their financial affairs and more than $130 million in assets under our management, TABR Capital Management is a professional partner you can trust. Our team, headed by President/Principal Robert M. Kargenian, CMT, and Steven W. Medland, MBA, CFP®, recommends the same proven investment strategies for our clients—and invests in the same funds—that we use for our personal portfolios. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.

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Financial Advisor Experience

Co-founder Steve Medland holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and a Bachelor of Science degree in Marine Engineering Systems from the United States Merchant Marine Academy at Kings Point, New York. Steve Medland is a Certified Financial Planner™ professional.

From 1992 to 1997, Steve served as a submarine officer and nuclear engineer in the United States Navy. He subsequently served as Department Head of Navy Officer Programs from 1997 to 2000, and he currently holds the rank of lieutenant commander in the United States Naval Reserve.

After graduating from Wharton in 2002 and prior to co-founding TABR Capital Management, he was a Financial Associate at Prudential Securities/Wachovia Securities.

Steve has been quoted in several major publications, including The Wall Street Journal, BusinessWeek, Newsweek, and U.S. News & World Report. He is a member of the National Association of Personal Financial Advisors (NAPFA), The Financial Planning Association® (FPA), and Paladin Registry, an independent resource for fiduciary investment professionals. Steve is also a regular guest financial planning expert on the Your Money radio program on SiriusXM.

He has helped build seven homes with Habitat for Humanity and currently volunteers with Homes for Our Troops, an organization which builds specially adapted homes for severely injured veterans. Steve is also a volunteer interviewer for the University of Pennsylvania/Wharton School Alumni Interview Program.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee Benefits, Mutual Funds, Retirement

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Helpful Financial Planning Resources