Theo Medve

Theo Medve joined WLWP Wealth Planners in 2022 as a Licensed Assistant. A queens University Alum, Theo majored in Applied Economics with a Minor in Law. 

His career started in retail banking, where he worked as a customer services representative, banking advisor and associate advisor for over five years.   Investment management speaks to his interests in creating and maintaining wealth for others — he enjoys the balance between building solid, long-term relationships with clients and the strategic aspect of managing their finances — he’s passionate about helping clients realize their financial goals by strategizing their investments and guiding them through life stages.

On a personal level, he’s a huge sports fan, particularly NFL, NBA, & UFC. He enjoys travelling and exploring new cultures. He also enjoys spending time with my family and friends, which likely will involve watching a game or two on a Sunday afternoon.   Giving back to the community is important for Theo; one way he does this is by volunteering at a nursing home, serving seniors, and providing companionship with the intention of positively impacting someone’s day.

Join Our Email Community

You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.