Nicolas Medina (CFP)

Nicolas Medina focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Millennials

Planning Specialties

I specialize in helping recent graduates and young professionals understand the financial system and the steps they need to take today to create financial stability and long term success.  Together we will create a plan addressing budgeting, debt management, retirement planning, and insurance/risk management.

I have expertise in working with highly compensated employees, particularly those with access to company sponsored Nonqualified Deferred Compensation Plans.  Every plan has unique features and it is very important that you know your plan rules prior to participation.  One misconception today can create tremendous unnecessary tax liability when you are counting on your money the most.  Reach out if you want to better understand your Deferred Compensation Plan today.

Additional Information

My story begins in our Nation's Capital at Gonzaga High School where the virtues of education and community service were deeply embedded within me.  To this day, I strive to live the school motto of being a "Man for Others."  Four years of rigorous academics created the opportunity for me to study at Duke University where I became fascinated with economics and financial markets.  I graduated in 2009 with a Bachelor's Degree in Economics only to find an economy in crisis and the job market in shambles.  Where many saw recession & gloom, I saw an opportunity to establish a new business and grow.   Together with a life long friend, we created a wildly successful Urban Forestry Management company (you can check it out at  I found myself at the helm of a growing, successful business, but I realized there was more to happiness than my personal financial success.  I also wanted to combine my passion for economics with my calling to serve others.  So I entered into the field of Financial Services and have spent 7 years, helping families, executives and young professionals establish and protect financial stability while creating strategies for long term asset growth.  To date, I have worked with the brightest minds at Four of the Largest Companies in Asset and Risk Management and have helped thousands of people solve complicated financial issues preparing for happy and secure retirements. 

I am eager to hear your story! Please reach out so I can learn more about you; then together, we will create a plan for your success!

Outside of Financial Planning, I spend time at TITLE Boxing Club helping others reach the highest level of fitness through fun and challenging boxing workouts

NAPFA Start Date

March 20, 2018


This Office

1300 Tribute Center Dr Suite 583 Raleigh, NC 27612-3162 Phone: (703) 209-3981