Lindsay Martinez, CFP®
Lindsay Martinez is a CFP® Professional with over 15 years of experience across the financial services industry, including various leadership positions. Her diverse background includes time spent at small RIAs, large institutions like Empower and T. Rowe Price and ultimately, building her own firm from scratch as an XYPN member in 2019.
After successfully running her practice for five years, Lindsay made the intentional decision to close her firm and take a sabbatical to recharge. Returning with a renewed focus on helping others succeed, she joined XYPN as Director of Advisor Success before transitioning to her current role as Operations and Process Coach.
In 2020, Lindsay was named to "23 of the best financial advisors for millennials" by Business Insider. She has been published in several publications including Forbes, Money Talks News and USA Today.
Deeply committed to the industry and the clients it serves, Lindsay is passionate about advancing financial literacy and education. She believes that financial knowledge is a tool for empowerment, equipping everyone with the confidence and resources they need to take control of their futures and build their ideal lives.
Email: lindsay.martinez@xyplanningnetwork.com | Website: www.xyplanningnetwork.com
