Meet Your Trusted Financial Planner
Nathan Medina, CFP®
I am a Certified Financial Planner™ professional affiliated with LPL Financial, one of the nation's leading independent broker-dealers. My practice is dedicated to providing personalized financial and retirement planning guidance to individuals and families right here in San Diego.
My mission is to help you navigate the complexities of your financial life with clarity and confidence. I believe in building long-term relationships based on trust, transparency, and a deep understanding of your unique goals for retirement and beyond.
CFP® Certification
Held to the highest fiduciary standard of care for your financial well-being.
LPL Financial
Access to comprehensive resources and independent advice through a top-tier firm.
Local San Diego Focus
Deep understanding of the local economy, tax landscape, and retirement considerations specific to our community.
"Your financial future deserves a personalized plan, built on expertise and a genuine commitment to your success."
My Journey & Philosophy
Building financial confidence, one relationship at a time.
Career Background
My path to becoming a Certified Financial Planner was driven by a desire to make a tangible difference in people's lives. After years in the broader financial industry, I found my calling in the personal, detailed work of retirement planning. Becoming a CFP and partnering with LPL Financial provided the framework and independence to offer truly unbiased advice focused solely on my clients' best interests here in San Diego.
Core Values
Trust, clarity, and partnership form the foundation of my practice. I believe financial planning isn't just about numbers—it's about understanding life goals, family dynamics, and personal values. My approach is grounded in transparency; I take the time to explain complex concepts in simple terms, ensuring you feel informed and empowered at every step of your financial journey.
Client-Centered Approach
Every financial plan I create begins with listening. I focus on building long-term relationships, not just managing portfolios. By understanding your unique situation—including the specific opportunities and challenges of living and retiring in San Diego—I can develop strategies that are as personal as they are practical. My goal is to be your trusted advisor for life, helping you navigate each season with confidence.
Built on Trust & Partnership
A visual representation of the client satisfaction and long-term planning success that defines my practice.
