Lindsay Martinez (CFP®)

Lindsay Martinez focuses in the
following client markets or areas of practice:

  • Annuities
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice without Ongoing Management

Planning Specialties

Budgeting, Cash Flow, Debt Management, Retirement Planning, Savings, College, Investment Management, Tax Planning, Insurance, Estate Planning Considerations, Employer Benefits, Career Planning/Progression

Additional Information

I am married with 2 stepchildren (middle school and college). I have lived all over the country, but proud to call San Diego my home. I enjoy going to the beach, hiking, volleyball, softball, yoga, traveling, and trying new restaurants.

NAPFA Start Date

July 19, 2019