Looking for Personalized Wealth Management Services?
Nathan Medina; Certified Financial Planner™
Comprehensive Wealth Management Services
LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973)
Nathan joined LPL Financial in 2003. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and he has been active in the financial industry since 1995, previously working for Wells Fargo and Merrill Lynch Investments. He holds a bachelor’s degree in finance from San Diego State University. Nathan’s areas of emphasis are retirement planning and tax-advantaged investing. He has earned the designation of Chartered Retirement Planning Counselor (CRPC®). He advises his clients, individuals, estates, and trusts with the goal of providing efficient strategies that maximize income and minimize tax liability.
What We Do Let us put together a strategy that will simplify your financial life
We Strive to Exceed Client Expectations
They Say "LPL Financial is the number one independent broker/dealer in the country."
-As reported in Financial Planning magazine 1996-2014