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. We live longer and actually 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 (middle school and college). I have lived all over the country, but proud to call San Diego my home. I enjoy going to the beach, hiking, volleyball, softball, yoga, traveling, and trying new restaurants.

I 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
  • Assets Under Management

Fee Options

  • Monthly Fee: $95/month
  • Flat Fee: $500/engagement
  • AUM: 0.95%

SEC Records

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