About My Practice
Self-discovery is an important component of financial planning. We can help you unearth your needs, goals and risk tolerance before making any investment decisions. Only after careful, methodical and active listening is it possible to draw a precise blueprint to help you achieve your financial well-being.
At TABR Capital Management, our purpose is to ensure that you’re able to focus on living your life because we’re focused on your financial goals.
We help you build your retirement and financial independence brick-by-brick, based on sturdy planning. We are an independent, fee-only Registered Investment Advisor located in Orange County, California. Our investment management philosophy is to take a disciplined, risk-management approach which removes the emotions from investing. We care about your individual dreams and are committed to providing exceptional client service. Our web site address is: www.tabr.net
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. He and his wife, Kim, live with their daughter and son in Irvine, California.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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