Lindsay Martinez, CFP® Xennial Planning

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.

Contact this advisor

Ideal Clients

  • Educators, Teachers, and Academics
  • Gen Y/Millennials
  • Single Women
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $98+/month
  • Flat Fee: $599+/engagement
  • Hourly Fee: $225+/hr

SEC Records

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