Lindsay Martinez, CFP®

Owner/Financial Planner

Hi, and thank you for wanting to get to know me!

I grew up quite humbly on my grandparent's farm in central Pennsylvania.  As a child, both of my parents had a strong influence on me, but I was impacted most by my mom.  She was the breadwinner and had a very successful career before choosing to leave the workforce entirely to raise her 2 young children.  It was a big decision and one that would affect her for the rest of her life.  It also affected me as I was able to see first hand how women make sacrifices for their families, in their careers, and when making day to day money decisions.  

This experience has become the backbone of who I am, my firm, and why I specifically serve strong, career-focused women.  I may not be able to make family or career choices for you, but I can certainly help you make a plan to get clarity around your goals!

Fun Facts:

  • I pitched and played first base in a competitive fast-pitch softball league through High School and we made it to Nationals at age 16 (placed 25th out of 75 teams).

  • I have jumped out of a plane (with a parachute, of course).

  • have lived in 6 states/territories: Pennsylvania, Ohio, Arizona, Colorado, California, and Puerto Rico.

  • I have 10 cousins, 9 of which are boys, and 1 brother.  Needless to say, I can hold my own ;)

  • I didn't get married until I was almost 40.  Worth the wait!  

Still here?  Let's Connect!  

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As a Financial Professional, I have been featured in:

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