I’m Gina Lindsey, Founder of Lindsey Planning Group.
​Growing up, both of my parents were financially competent. My father was a good earner and saver and my mother taught me the value of working hard and spending wisely. As a single parent, my mother built a business, lived within her means and provided a comfortable home for us.
​I learned a healthy balance between saving and enjoying life.

It wasn’t until four of my Aunts experienced life events that I truly understood the power of financial competence.  Because these women were not comfortable or aware of their financial resources and what their money could do for them, these life experiences totally derailed them, causing them to feel insecure and anxious. It didn’t matter whether they lost a spouse, went on disability or decided to retire. I realized that many women were like my Aunts, even younger women who had thriving careers and were highly capable individuals. They also lacked the financial know how, causing them to feel anxious. Watching women I loved struggle unnecessarily solidified my belief that financial competence for women is essential to living a comfortable life with financial confidence.

These realizations are why my true mission as a financial advisor is to help women fully embrace their financial future. My goal is to provide an environment where they are comfortable asking questions and where they can trust the process. I want to empower individuals by helping them understand WHY they are making certain financial decisions - only then can they truly gain the confidence they need to feel secure.
Check the background of this investment professional on FINRA BrokerCheck

Gina Lindsey, CFP

Founder

  • Born and raised in Southern New Jersey
  • Graduated Cum Laude from the College of New Jersey with a Bachelors of Science in Finance
  • Earned Certified Financial Planning designation in 2007
  • Awarded into the Master's Council with Prudential 4 years in a row.
  • Member of the Society of Financial Service Professionals of South Jersey
  • Has dedicated the last 19 years to helping women gain financial confidence.
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​        Leann Eberts
        Administrative Consultant

                Leann is dedicated to managing and guiding a                                      seamless client service experience and is a valuable
                second  line of support for your operational & 
                administrative needs. Leann supports Lindsey Planning                      Group through the LPL Admin Solutions program. 

                   leann@lindseyplanninggroup.com
                   Dedicated line: 833-921-4822