Meet Our Team
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.
Garrett Newman, CFP®
CA Insurance Lic #0K44505
Garrett is a CERTIFIED FINANCIAL PLANNER™, a Wealth Advisor, and he also holds his Health and Life Insurance licenses. He has been in the financial services industry for more than 15 years.
Garrett is originally from New Jersey, but having resided in San Diego for the last six years, he and his family are here to stay. He graduated from the University of Massachusetts at Amherst, while playing baseball along the east coast.
He resides in Poway with his wife, and his son and daughter. Garrett spends his time coaching his children, but when he is not at a baseball or softball field, he enjoys camping, carpentry, traveling, and spending as much time at the beach as possible.
Director of Client Operations | LPL Registered Administrative Associate
Andrew’s number one priority is to ensure the highest level of service for the clients of After-Tax Wealth Management. Having served in the financial industry since 2002, Andrew understands the unique needs of our clients and strives to promote financial confidence. His responsibilities range from coordination of client appointments and financial services to regulatory compliance and general operations.
Andrew is a graduate of San Diego State University; and, as a securities licensed professional has worked for Merrill Lynch and Union Bank. Additionally, Andrew holds his Series 66 and 7 certifications through LPL Financial. He enjoys time with family and friends, traveling, and being outdoors as much as possible.