Lindsey R. Menezes
Lindsey is a Financial Advisor with Foundations Financial Partners, LLC providing insurance, investment solutions, and comprehensive financial planning services to individuals, families, and small businesses. She holds FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional.
Lindsey obtained her Bachelor of Science in Finance from Grove City College in 2019. She received the Franklin C. Ketler Mathematics Prize, which is awarded to the graduating senior with the highest GPA in mathematics courses at Grove City College. She also served as President of the Grove City College Prison Ministry for three semesters.
Prior to joining Foundations Financial Partners, Lindsey worked at a financial planning practice based in State College, PA for two years as a Financial Planning Specialist. She also interned at Aetna and Cigna, gaining experience in underwriting and actuarial science within the health insurance industry.
“I decided to become a financial advisor when I saw the way that I could help individuals and families with something as personal and complex as their financial matters. I love working in a career where I can enable others to achieve their goals, whether that’s reaching financial independence, planning for college or a home purchase, or simply guiding them to make the most of their resources.”
Lindsey and her husband Nick currently reside in Doylestown, PA. They enjoy cooking, exercising, and spending time with their friends, family, and church community.
“Without counsel plans fail, but with many advisers they succeed.” – Proverbs 15:22
Client Testimonials
"I wanted to take a moment to express my sincere gratitude for your exceptional work on the slides yesterday. Your efforts made the presentation not only informative but also incredibly easy to follow along, and both Lisa and I truly appreciate it.
I would also like to extend our heartfelt thanks to you and Chris for the invaluable assistance in making our retirement a reality at a time in our lives when we can fully savor it. Your guidance and support have been instrumental in shaping this significant chapter, and we are genuinely grateful for the role you both played.
Lisa and I are looking forward to the next steps in this journey together."
- Todd
The statement was provided 02/02/2024 by Todd who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"I have learned a lot, realized I knew more than I thought in some areas, and realized the lack of attention that my accounts have been getting, prior to my switch to Foundations. I feel confident that my finances are being better managed, and am happy with being on track for retirement, and addressing my need for disability insurance. I appreciate the time and explanations during our meetings."
The statement was provided 03/05/2024 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Everyone has gone above and beyond helping with anything from minor to major financial matters. I am extremely thankful to both Lindsey and Chris for all of their time, support, and kindness."
The statement was provided 03/20/2024 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Lindsey has helped us better think through and plan for all possible future scenarios (e.g., disability), and has helped us to feel organized and confident that we are adequately planning for our future."
The statement was provided 03/20/2024 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"It’s been great working will Lindsey, she keeps me informed of everything that is going on with my portfolio. Giving me advice on what I should do and what she plans on doing in the future to reduce the tax burdens to help me keep more of my money. Glad I made the decision to work with her."
- Steven
The statement was provided 03/20/2024 by Steven who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"I feel comfortable knowing that Lindsey is aware of our needs and has given good advice. I don’t have to watch stock market every day. This concern has been removed from my shoulders."
The statement was provided 04/01/2024 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"I feel very comfortable and at ease. I am not worried about my financial situation because Lindsey is on top of her game. She makes it clear that if you need her for anything she is there. I appreciate the time and effort she puts in, and I couldn't be happier with the results. Lindsey's professionalism, attention to detail, and her impressive knowledge makes it very easy to work with her."
The statement was provided 04/02/2024 by a client and family member of an associated person of the firm. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"It has been a very interactive experience. Lindsey is very organized and covers every detail. The big picture is evaluated. Everything is explained in a way that is understandable. It has given us confidence that we will be okay and we are able to help our family and community."
- Liz
The statement was provided 04/15/2024 by Liz who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
