Meet Kevin Medina CPA, MBA & Realtor

With a passion for empowering individuals and families to achieve financial success, Kevin A. Medina founded Elevate Financial with the vision of providing comprehensive financial services to clients worldwide. As a licensed CPA, MBA, and Florida REALTOR, Kevin brings a wealth of expertise to his role as Founder & CEO, specializing in tax minimization, life insurance, real estate, and retirement planning. With a commitment to integrity, innovation, and excellence, Kevin and the Elevate  Financial Team are dedicated to helping clients navigate the complexities of personal finances and taxes to achieve their short and long-term goals.

As a company, we want to provide financial education, protection, and a sense of security to millions of families across the world. We believe in the transformative power of financial education and think every family has a right to receive it. Our mission is to elevate the confidence of money to millions of families by offering comprehensive financial services. Our vision is to be the leading global provider of financial empowerment, recognized for our unwavering commitment to helping millions of families plan for a better future.

We aspire to make a positive impact on our communities. We believe that financial well-being is a catalyst for societal progress, and we actively contribute to initiatives that uplift and strengthen the fabric of our global community.