Lindsay  Martinez,  CFP<sup>&reg;</sup> - Financial Advisor

Lindsay Martinez, CFP®

Financial Planner

Xennial Planning

P.O. Box 6137
Oceanside, CA 92052
(760) 205-3432 CONNECT WITH Lindsay
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Lindsay Martinez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Xennial Planning in Oceanside, CA and the surrounding communities.

Financial Advisor Overview

We help to ensure young, single, career-focused women have the tools, education, and resources to live, work, and retire successfully.


Financial Advisor Experience

Lindsay began her journey into personal financial planning in 2010. She has held various positions with small boutique firms up to and including large broker-dealers. She has never sold on commission and as a CERTIFIED FINANCIAL PLANNER™ Professional and fiduciary, will strive to do what's in the best interest of her clients. She considers herself a "Xennial" – born somewhere between Generation X and Millennials. She understands the decisions, issues, and changes that women face in both generations. She prides herself on communicating complex financial jargon in a very simple way.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances


Helpful Financial Planning Resources