Lindsay Martinez, CFP®

Owner/Financial Planner

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

I grew up in rural Pennsylvania.  My mom did not have a college degree, but had a successful career before choosing to leave the workforce and raise her children.  It was a big decision and would affect her financially 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 with day to day money decisions.  I may not be able to make family or career choices for you, but I can certainly help you make a financial plan to get clarity around your goals. 


I consider myself a "Xennial" born somewhere between Generation X and 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. 

If you're dying to hear more, read on for a few interesting factoids:

  • 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.

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

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

Still here?  Let's Connect!  Follow me on Instagram and LinkedIn.


As a Financial Professional, I have been featured in:

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