Lindsay Martinez (CFP®)
Lindsay Martinez focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
Budgeting, Cash Flow, Debt Management, Retirement Planning, Savings, College Planning, Investments, Tax Savings Strategies, Insurance, Estate Planning Considerations, Employer Benefits
Additional Information
I am married with 2 stepchildren. I have lived all over the country, but proud to call the San Diego area my home. I enjoy the beach, hiking, softball, yoga, traveling, and trying new restaurants.
NAPFA Start Date
July 19, 2019