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
- 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