Xennial Planning LLC
Fee-Only financial planner located in Oceanside, CA, serving Generation X and Millennial women locally and across the country
Meet Lindsay Martinez
Hi! I have over 8 years in the financial services industry, previously holding positions at small boutique firms up to and including large broker-dealers. I have never sold products or worked on commission. I consider myself a "Xennial" – born somewhere between Generation X and Millennials.
My goal is to help strong career-focused women have the tools, education, and resources to live, work, and retire successfully.
As women, we have a lot on our plate (children, aging parents, relationships, careers) and many times we are making financial decisions or procrastinating because it's too overwhelming. Money decisions can be stressful when you have no guidance or experience. I will partner with you and make a plan together, so that you can enjoy the other (more enjoyable) aspects of your life.
My firm provides subscription-based comprehensive financial planning, one-time plans, and investment management services with no account minimums.
Lindsay Martinez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Professional Designations & Affiliations
Lindsay Martinez is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Lindsay Martinez
PO Box 6137
Oceanside, CA 92052