Meet Our Team
Helping firefighters pursue retirement goals and affluent families preserve intergenerational wealth.
After all, it’s what you keep that matters.
Nathan Medina, CFP® CA Insurance Lic#OC32917
Nathan is fully focused on putting you first by humbly appreciating the unique path you have taken to get you where you are. His purpose is to support you in the pursuit of your passion by being fully committed to his craft.
Having begun his career in financial services in 1995, he has worked tirelessly (i.e. everyday!) on increasing his competence so he can deliver on his commitments. Since then, he has amassed credentials and experience in various corners of the industry. Technically, his knowledge lies in helping you preserve the wealth you have created and helping you transfer that wealth to your heirs as simply and efficiently as possible.
Nathan’s role at After-Tax Wealth management is to execute the firm’s strategy and lead the efforts of the team of employees, advisors, and consultants who serve you.
Outside of the office, Nathan enjoys laughing and playing with his family at the beach, in the mountains, and anywhere else they can better understand people from various walks of life.
Parker Finot, Financial Consultant
Parker is the most recent addition to the team having joined us in January 2020. He holds an active Series 7 license through LPL Financial. Before joining ATWM, Parker developed strong foundational skill sets in Corporate Finance and Business Consulting during his 5+ year tenure as an LPL Financial Home Office Employee.
Parker is a native of San Diego and spent most of his youth growing up in the Point Loma area. He is fortunate to have a strong family presence throughout San Diego which he cherishes. Parker graduated from San Diego State University with a Bachelor’s degree in Economics and subsequently obtained a Professional Accounting Certification from UCSD Extension.
When he’s not in the office, Parker is an avid outdoorsman that enjoys hiking, camping, and trekking around with his girlfriend and their two dogs – a Husky/Shepherd mix and a purebred German Shepherd. Being a typical Southern Californian, he is no stranger to boards of all types (surf, skate, and snow) and has a special affinity for California Coastlines and the Sierra Mountains.
Cindy Velasco, Director Of Client Relations
Cindy is here to ensure the highest level of service for the clients of After-Tax Wealth Management. With responsibilities ranging from the coordination of administrative tasks with our back office, to compliance, to team member training, Cindy uses her skill sets to make sure your experience is world-class.
Cindy has been in financial services since 2006. She holds the following FINRA Licenses through LPL Financial: Series 63, Series 7, Series 9, and Series 10. She is also a Notary Public.
On a personal note, Cindy grew up in Arizona and moved to San Diego in 2017. Making the trip along with her were her two rescue dogs (a mini poodle and schnauzer.) When she is not working, she enjoys discovering the many hiking trails that San Diego and the surrounding county have to offer as well as frequenting all the many dog friendly beaches and parks.