Secure Your Retirement with a Trusted San Diego CFP®
Personalized financial and retirement planning for individuals and families in San Diego. Nathan Medina, CFP® provides expert guidance to help you build a confident financial future.
Serving San Diego and surrounding communities with local financial expertise.
Why Choose a Certified Financial Planner in San Diego?
Navigating your financial future requires more than generic advice. It demands a trusted partner with proven expertise and a deep understanding of your local community. Here’s what sets our approach apart.
The Rigor of a CFP® Certification
The Certified Financial Planner™ designation is the highest standard in the profession. It signifies rigorous education, extensive experience, a strict ethical commitment, and a comprehensive approach to financial planning that puts your holistic interests first.
Local Knowledge of San Diego
Financial planning isn't one-size-fits-all. Living and working in San Diego, we understand the unique local factors—from cost of living and housing markets to state-specific tax considerations—that impact your financial strategy and retirement goals.
A Truly Personalized Partnership
You are more than a portfolio. We build long-term relationships based on clear communication and a deep understanding of your personal values, family dynamics, and life aspirations to create a plan that is uniquely yours.
Ready to build a plan with a trusted local expert?
Nathan Medina provides dedicated, one-on-one financial guidance to San Diego individuals and families.
Your Path to Financial Confidence
As your Certified Financial Planner in San Diego, I provide comprehensive, personalized strategies designed to secure your financial future and simplify your retirement planning.
Comprehensive Financial Planning
Holistic strategies covering cash flow, debt management, insurance, and tax planning to build a solid financial foundation.
Tailored Retirement Planning
Personalized retirement roadmaps that address San Diego's cost of living, healthcare, and your ideal retirement lifestyle.
Investment Advisory
Goal-based investment management focused on growth, income, and risk management aligned with your timeline and comfort level.
Ready for a personalized plan? Call for your consultation.