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

Lindsay Martinez, CFP®

Financial Planner

Xennial Planning

P.O. Box 6137
Oceanside, CA 92052
FINANCIAL ADVISOR'S WEBSITE
(760) 205-3432 CONNECT WITH Lindsay
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General

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.

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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

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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

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