"My true purpose as a financial planner is to create an inviting environment where you are encouraged to discuss your money without judgment, to learn about your investments in a way you enjoy and become more comfortable managing your money with confidence"
Passion & Purpose Collide
I grew up in a family that lived with what we needed and didn't have a lot left over for luxury. At the age of 14, I realized that making money meant that I would have the opportunity to buy what I wanted and do what I wanted so I started working and saving. Knowing I had money in the bank for when I would need it gave me great confidence and provided a sense of safety and security. My passion for sharing these core principles with others led me to my role as a financial planner, but I was wearing rose-colored glasses
While I was here to guide, and educate, the industry was all about selling and products. It was an experience that was miserable for a lot of people, including myself. As I watched this process I could see how many people felt that most discussions revolved around product and investments and left out true desires and goals. This was totally unacceptable to me. I knew that the financial world was confusing to navigate, left out strategy outside of investments, and felt like a used-car lot instead of a true fiduciary environment.
Wealth of Confidence was created after 9 years of working with clients. It was finally time to combine my passion for planning with my purpose to break the mold and offer a great experience for you.
Lindsay is a native resident of the City of Riverside and has a background in administration. Working with mostly nonprofit organizations, she is driven to assist community members to help cultivate a higher quality of life. As a key player in a local organization, receiving an award for its community service work, Lindsay prides herself on her ability to serve and is excited to do so in a new capacity.
Although many professionals may call themselves “financial planners,” CFP®professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
Cal State San Bernardino
B.S. Business Administration
Boston Institute of Finance
CFP® Course Requirements
Tax Preparation Background
K-12 & university pension system and retirement planning
Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice.