Nathan Medina
Nathan Medina, CFP®, CEP®, CRPC®, EA

Nathan has focused on education, experience, technology and teamwork to provide his clients with superior customer service, a relationship based on competence and integrity, and recommendations based on a holistic financial perspective. He graduated with honors in Finance from San Diego State University and has been in the financial services industry since 1995. He holds Series 7, 24, 63, and 65 licenses, California Department of Insurance License, is licensed to prepare taxes in California, and enrolled to practice before the Internal Revenue Service. He specializes in taking a holistic approach to finances and has demonstrated his proficiency by becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Estate Planner™ (CEP®), and a Chartered Retirement Planning Counselor (CRPC®). In his free time, Nathan enjoys spending time with his wife, daughter, and son, practicing martial arts, and he just can’t seem to surf enough.

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