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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.  My mom was the breadwinner and had a very successful career before choosing to leave the workforce 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 how women make sacrifices for the sake of others.  This experience has become the backbone of my firm and why I want to specifically serve women in their 20s, 30s, and 40s; women who need a partner to help during those all-important years.  I may not be able to make family or career choices for you, but I can certainly be a guide and 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 and we made it to Nationals when I was 16.

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

  • have lived in 6 states/territories: PA, OH, AZ, CO, CA, 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!  

Follow me on Instagram and LinkedIn.

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As a Financial Professional, I have been featured in:

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