Lindsay Martinez
Operations and Process Coach
- Role
- Operations and Process Coach at XYPN
- Location
- Oceanside, CA, US
- LinkedIn followers
- 500 followers
About Lindsay Martinez
CERTIFIED FINANCIAL PLANNER™ Professional passionate about financial literacy and education. With well over a decade in the financial services industry, I have an extensive background in many areas of financial services. I\'ve worked in large broker-dealers as well as small RIAs, performing a wide variety of duties, including comprehensive financial planning, retirement plan consulting, financial education, institutional services, and 401k implementation.
Experience
Operations and Process Coach
Apr 2026 — Present · Bozeman, MT, US
Work closely with member firms to design, implement, and optimize the operational infrastructure required to launch and scale a modern RIA. Guide advisors through technology implementation, workflow design, and internal processes by delivering operational expertise through group programs and educational resources. Focus on helping firm owners translate their entrepreneurial vision into repeatable systems and streamlined workflows so they can build sustainable businesses they actually enjoy running.
Education
DeVry
Bachelor, Business Administration/Information Systems
1997 — 2000
Boston University
Post-Bacc Certificate, Financial Planning
2010 — 2011
Harvard Business School
Certificate, Business Analytics
Skills
- Roth Ira
- Simple Ira
- Series 7
- Investment Strategies
- Detail Oriented
- 457b
- Series 65
- Business Requirements
- Project Management
- Customer Service
- Job Coaching
- Asppa Rpf-1 and 2
- Leadership
- Data Analysis
- Defined Contribution Plans
- Software Documentation
- Stock Market
- Training
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Income Tax
- Budgeting
- Life Skills
- General Securities Registered Representative
- Social Security
- Traditional Ira
- Business Process Improvement
- Deferred Compensation
- Debt Management
- Building Relationships
- Requirements Gathering
- Communication
- Series 63
- Marketing
- Retirement Planning
- Finance
- Planning
- Bonds
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