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

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


This Office

4347 Harbor Way Unit 5 Oceanside, CA 92056 Phone: (760) 205-3432