Lindsey R. Menezes, CFP®

Financial Advisor
lmenezes@foundationsfinancial.com
215-230-8640

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. She has also gained the professional designation of CERTIFIED FINANCIAL PLANNER® (CFP®).

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

"Working with your company, specifically Lindsey, can be likened to having a trusted best friend: you always know that, that friend has your back-no matter what! While there is much truth to the phrase: “money isn’t everything,” it sure impacts everything that we do, purchase, need, etc. In my opinion, it is vital to handle it in a most efficient manner. For many years I have known the comfort of having my money managed in the most efficient way, with me as a person along with my needs, held as top priority. I have been fortunate enough to have been with this company throughout many stages of my life. I began my association while building a business and raising a family. I continued while sending kids off to college, navigating through a divorce, and the eventual settling of my parents’ finances after they passed. I’m fortunate to still rely on this company as I enjoy my retirement years. Working with Lindsey these last few years has been the “icing!” My needs are always her top priority. She is knowledgeable and continues to expand her knowledge through various classes and courses. If a question should stump her, she stops at nothing to find the answer. A more efficient, caring financial advisor, would be a real tough find! I’m so grateful for the many years of outstanding service I’ve experienced working with all of you!"

- Robin

 

The statement was provided 05/02/2024 by Robin 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 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 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.

"Lindsey has helped me in ways that you could never imagine. She goes out of her way to help me personally and financially. If it wasn't for Lindsey, I do not know where I would be today or how I would even pay my bills. Lindsey is awesome."

- Carolyn

The statement was provided 04/02/2024 by a client and family member 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.

"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 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.

"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 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.