Lindsay Martinez, CFP® Xennial Planning
- Virtual, Oceanside, CA 92056
- (760) 205-3432
About Lindsay Martinez, CFP®
Hi! I am a “XENNIAL” – born somewhere between Generation X and Gen Y/Millennials. I understand the decisions, issues, and changes that women face in both generations and pride myself on communicating complex financial jargon in a very simple way.
I started Xennial Planning because women are often neglected in the financial planning process. It is unfair! Because we live longer, we require more in-depth planning. In addition, we juggle multiple priorities including careers, relationships, aging parents, and children with few resources to guide us. I understand and I want to help!
I left IT in 2010 to pursue financial planning and have held various positions with small boutique firms up to and including large broker-dealers. I have never sold on commission and as a CERTIFIED FINANCIAL PLANNER™ Professional and FIDUCIARY, will strive to do what is in your best interest.
On a personal note, I am married with 2 stepchildren. I have lived all over the country and California is home, but I am currently living in Puerto Rico where my husband is serving in the Coast Guard. I enjoy going to the beach, hiking, volleyball, softball, yoga, traveling, and trying new restaurants.
I work virtually and offer a free 30-minute, no obligation phone call to find out if Xennial Planning is right for you.