Lindsay Martinez

CFP®

Xennial Planning LLC

Owner/Financial Planner

Contact Me

Lindsay Martinez

CFP®

Xennial Planning LLC

Owner/Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lindsay Martinez, CFP®

Contact Me

760-205-3432

Website

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 9 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 hourly, subscription-based comprehensive financial planning, and one-time retirement plans.

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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

760-205-3432

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Office Locations:

  • PO Box 6137
    Oceanside, CA 92052

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Xennial Planning LLC (referred to as “XP”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. XP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall XP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if XP or a XP authorized representative has been advised of the possibility of such damages. In no event shall Xennial Planning LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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