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MY STORY. Why Women?

"It wasn’t until four of my Aunts experienced life events that I truly understood the power of financial competence."
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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
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Gina Lindsey, CFP ®

Founder

  • Lives in Southern New Jersey & enjoys going on outdoor adventures with her 2 daughters and husband.
  • Graduated Cum Laude from The College of New Jersey with a Bachelors of Science in Finance
  • Earned Certified Financial Planning® designation in 2007
  • Member of the Society of Financial Service Professionals of South Jersey
  • Has dedicated over 20 years to helping women gain financial confidence.

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Sandra Levitsky

Administrative Consultant/Paraplanner

Sandra is dedicated to managing a seamless client service experience and is a valuable support line for your administrative & operational needs. 

Sandra has come to Lindsey Planning Group with a wide range of financial services experience.  With designations of  a CFP
®, ChFC® and CMFC®, she has extensive knowledge in various areas.  She lives in PA, enjoys the outdoors and traveling and is passionate about volunteering  and helping animals.  
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"When women support each other, incredible things happen"
Securities and advisory services offered through LPL Financial, a registered advisor. Member  FINRA, SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: FL, NJ, NM, NY, PA.​  ​