Lindsey  Menezes,  CFP<sup>&reg;</sup> - Financial Advisor

Lindsey Menezes, CFP®

Foundations Financial Partners

601 New Britain Rd, Ste 525
Doylestown, PA 18901-2995
(215) 230-8640 CONNECT WITH Lindsey
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General

Lindsey Menezes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Foundations Financial Partners in Doylestown, PA and the surrounding communities.

Financial Advisor Overview

I provide financial planning services to women ages 50+ going through divorce. With the rise of "gray divorce" in recent years, I want to help you for two reasons: First, the stakes are higher in your 50s or 60s. Unlike someone in their 30s or 40s, you don't have many years left until retirement - so there is a huge need for a well-thought-out financial plan *before* you sign that divorce agreement. Second, you may not feel confident in your financial acumen. You need to have an experienced, credentialed advisor in your corner to give you solid, impartial advice. I want to be that person for you. My mission is to help you get organized, prioritize your goals, and take action to reach financial independence at a time when it is crucial to make the right decisions about your money. Whether your ultimate goals include finding a new home, funding your grandkids' education, or simply having more time to play tennis, I will help you put together a plan and walk alongside you during the biggest financial milestones of your life.

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Financial Advisor Experience

I started out my career in financial services as a financial planning assistant in June 2019. I have been a financial advisor since July 2021.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA, NJ, NY
  • Fixed annuities: PA, NJ, NY
  • Variable annuities: PA, NJ, NY, NC

Broker-Dealer Disclaimer

Securities and advisory services are offered through Commonwealth Financial Network®, Member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. Please check Broker Check for a list of current registrations.

Financial Advisor's Specialties

Comprehensive Financial Planning, Getting Divorced, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources