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
Lindsey is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.
