1255 Scott St
San Diego, CA 92106

Email: info@aftertaxwealth.com
Phone: (619) 365-4596
Fax: (619) 330-4900

We Can Help Preserve and Protect Wealth
Contact Us Today!

Nathan H. Medina, CRPC, CEP®, EA
CRPC conferred by College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
Investment Advisor Representative
CA Insurance Lic#0C32917
(619) 365-4596

Guidance and strategies to help fulfill your vision for the future.

Trust & Estate Planning Strategies

Guidance and strategies to help fulfill your vision for the future.
Personal giving strategies that compliment your passions and purpose.

Strategic Philanthropy & Grantmaking

Personal giving strategies that compliment your passions and purpose.
Providing clarity and confidence to your planning

Coordination With Our Client's Experts

Providing clarity and confidence to your planning
Tax Implications

Selling Your Business

Tax Implications

Contact Us:


1255 Scott St
San Diego, CA 92106
Email: info@aftertaxwealth.com
Phone: (619) 365-4596
Fax: (619) 330-4900

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck




The Professionals associated with After-Tax Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) tax professionals of Nathan Medina Tax Services and not affiliated with LPL Financial. Tax, accounting and CPA related services offered through Nathan Medina Tax Services. Nathan Medina Tax Services is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax, accounting or CPA related services.