Victor J. Medina, CELA®, CFP®, RICP®
Believe in your best yet
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Palante Wealth Advisors Victor J. Medina, CELA®, CFP®, RICP®
Pennington, NJ
Serving Clients Nationwide
Believe in your best yet
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Victor J. Medina, CELA®, CFP®, RICP®
Hi, I'm Victor Medina. My mom taught me something important…something that would frame and guide how I went through life. She said, “There are three types of people in the world: those that let things happen, those that watch things happen, and those that make things happen.” And it was clear that she wanted me to be someone that made things happen.I took that lesson and charted one of the most unique ways to serve people in retirement – a true “one-stop shop” that can handle every from taxes to trusts and from investments to income…all under one roof, working with one team.
After about ten years into being a lawyer, I realized that the right way to serve my client families was to give them all of the resources, counselling, leadership, and support. Give them everything I could give them, and everything they needed, where all they had to do was dial one phone number – and, where they could walk away from every meeting knowing that the best in life was yet to come.
You see, I realized that the true outcome of our work wasn’t in the details of our Transformation™ Plan or any of the tools that we use to create income or management investments…no, the true outcome was in knowing that the next 10-20-30 years after working together were going to be the best years of your life.
And that’s what I believe: I believe that you deserve to have the last part of your journey be the best part of your journey. And spend every day knowing that today is great, but tomorrow is going to be even better.
As for my Great Life? Well, it’s a goal that I share with my wife – my best partner – which is: I want my three sons – Aidan, Lucas, and Dylan – to tell me, sometime in their life – we have been their best coaches. mentors, and leaders. If I get that…I’ll have lived my best life.
Professional Designations
- Certified Elder Law Attorney (CELA)
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
Primary Location
230 West Delaware Ave. Pennington, NJ 08534
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the "Get Started Today" button above. Taking the next step toward a confident and joy-filled retirement is easy. Simply complete the form and a member of our team will reach out to schedule your complimentary, commitment-free consultation.Offers Investment Management
Yes
About Palante Wealth Advisors
At Palante Wealth Advisors, it’s our mission to help you unlock the belief that your best years are yet to come.Investing in Your Best
These are not separate domains. These are integrated & fully dependent on one another as one single idea and comprehensive transformation.
▪️ Income
We focus on building a plan to support your lifestyle, allow you to relax, and enjoy the years ahead.
▪️ Investments
We help to protect your retirement by talking risk tolerance, portfolio fees, volatility control, and our overall investment approach.
▪️ Tax
We help you keep more of your hard-earned money by identifying ways to include tax-deferred and tax-free money in your strategy.
▪️ Estate Planning
Together, we’ll create a tax-efficient plan for your beneficiaries.
We aren't simply advisors. We are team leaders.
We work with people who love to serve and feel called to lead.
We'll be a good fit if:
✔️ You approach your journey with a student’s mindset.
✔️ You've invested in yourself and the people around you.
✔️ You live in a habit of gratitude and contribution.
Does this sound like you? If so, schedule some time to talk with us. We are dedicated to helping you know and, most importantly, feel that you’re on the right track to live your dream retirement lifestyle.
Education
Northeastern University, School of Law, Doctor of Law - JD | Tufts University, B.A., Psychology
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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