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    Services for Your Financial Future

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    Total Wealth Management Strategies

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  • Nathan Medina, Certified Financial Planner ™

    Nathan Medina, Certified Financial Planner ™

    Let Nathan help you work towards Financial Freedom
    About Nathan & LPL

Looking for Personalized Wealth Management Services?

About Us

Nathan Medina; Certified Financial Planner™
LPL Financial
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.

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What We Do Let us put together a strategy that will simplify your financial life

College Financial Planning

Needs Analysis

Innovative Strategies

529 Plans

Monthly Savings

Coverdell ESA’s

Retirement
Planning

Needs Analysis

Distribution Assessment

IRA’s

Annuities

Defined Benefit Plans

Estate Planning

Equity Compensation

Investment
Strategies

Portfolio Analysis

Risk Assessment

Asset Allocation

Investment Services

Portfolio Management

Wealth Management

Other Financial
Services

Tax Strategies

Life Insurance

Long-term Care

Wealth Distribution

Group Workshops

Charitable Giving

Key Person Insurance

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

Still looking for more info? Contact us to start your needs assessment today.