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Lindsey & Lindsey Wealth Management offer exclusively independent, objective investment advice dedicated to helping clients build wealth and protect their hard-earned assets. We invited John Lindsey, CEO and Founder, to talk us through the firm and its service offering.
Lindsey & Lindsey Wealth Management offers investment advice rooted in its core values which represent the firm’s highest priorities, guides its decisions, governs its behaviors, drives its actions and are the qualities and traits it treasures the most, as John explains.
“At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals. We know reaching your short and long-term financial objectives hinges on having the right plan – one that fits your unique circumstances and grows with you.
“Planning your financial future can be a daunting task, and we understand that, which is why where we come in. Understanding your goals and objectives is the cornerstone to tailoring our services to meet your needs – creating a customized solution that’s right for you. While developing a customized, comprehensive and objective wealth management plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
“All of our staff are trained, licensed professionals, drawing on years of financial planning experience who take into account the full range of needs you have now, and those needs you may have in the future; periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track. You are not limited to proprietary platforms, investment products, or research. We continue to remain forward-focused in every aspect to designing a plan for you.”
John’s own personal experience in the wealth management market has helped him to steer the firm to its current success. He is a former apparel industry Senior Executive who worked for key brands such as Oshkosh B’ Gosh and Jantzen Sportswear. In addition, he was with Edward Jones for over 15 years beginning in 1996. His office in Simi Valley was among the top 3% volume offices in the country for Edward Jones. He served as Regional Leader for 65 Edward Jones offices in the south central coast and southern central valley region of California. He founded Lindsey and Lindsey Wealth Management, Inc. in 2012 to better serve his client base with an expanded universe of investment offerings.
Alongside his experience in the market, John holds a Bachelor of Science and Master of Business Administration degrees from the University of Southern California. He studied and obtained his CFP® from the California Institute of Finance at Cal Lutheran University. Named a Limited Partner with Edward Jones in 1999 he also served as a General Partner from 2001-2006. He is a million-dollar producer and has been a perennial attendee to the top producers Managing Partner’s conferences. In 2010, John and his staff were named recipients of the very prestigious Peter Drucker award at Edward Jones. An award only given to the top 50 offices out of over 12,800 offices for the highest Client Service Excellences scores surveyed by J. D. Power.
Another key member of the firm’s managerial team is John’s wife Christina Lindsey Orta, who has been recognized in the Financial Services and Real Estate industries for over 10 years now. Most recently, Christina was a Vice President of Sales for Walton International Group, a Real Estate Investment and Development company. Since 2007 while working for Walton, she helped the company expand their distribution throughout the United States. Over the years Christina covered multiple sales territories, eventually to focus primarily on Central and Southern California. Serving roughly 1200 Financial Advisors and exclusively their high net worth accredited investors; from over 60 different Independent Broker Dealers and Registered Investment Advisory firms, she raised over $70 Million in securitized private equity capital.
Christina qualified and was recognized in the President’s Council every year from 2007-2013, often the Top USA producer annually, and she was a member of the elite group of top producers globally. She also helped train and promote numerous other sales reps to become top producers in the company. Throughout her career, she spoke at various industry conferences, providing Advisors and Broker Dealers updates on the regional real estate economies and alternative investment strategies. Prior to joining Walton, Christina worked for Countrywide Home Loans for nearly three years as a Branch Manager in Chandler, AZ; running a nationwide full service home loans branch. Mrs. Lindsey Orta started in the financial services industry in 2002 at Edward Jones working as a Branch Office Associate and on the Equity Marketing & Trading Desks while completing her degree.
She received a Bachelor degree in Business Administration with an emphasis in Finance from Loyola Marymount University in Los Angeles. She currently holds the securities licenses 7 and 63. In 2013 after completing additional education, and passing the CFP® board exams, she has obtained the CFP® designation.
Currently, the investment market remains strong, with the majority of the major economic reports from June and July having shown positive results – none more so than the June employment report from the Department of Labor. Second-quarter earnings were not as poor as anticipated, despite the post-Brexit uncertainty, and core economic indicators often matched or surpassed expectations. Working so closely within the market means that John often understands the way in which it operates better than most, and as such his firm, which is committed to supporting both clients and its industry peers, produces monthly economic updates. He discusses why these are so important for his clients and those working in the industry.
“Here at Lindsey & Lindsey Wealth Management we like to share the experience and knowledge we have gained through our many years of collective experience working in the wealth management sector. As such, we provide monthly updates on the state of the economy, as well as a blog on the latest financial matters, both of which are highly useful for anyone seeking to learn more about the current economic outlook. Also, we regularly comment on or contribute to articles in the press on the wealth management space so that we can showcase our talent and help the wider industry.
“For clients, our website boasts a dedicated resource centre, and our blog regularly hosts articles on the finer points of investing in order to ensure that they have the knowledge and understanding to make informed decisions. This is particularly vital as we understand just how important wealth management and estate planning is.”
Going forward, the firm has some exciting plans for expansion as it seeks to grow in order to work with a wider client base, whilst at the same time retaining the high standards of service which it has become renowned for, as John outlines.
“Lindsey & Lindsey Wealth Management is hiring new staff in order to grow and be able to work with more clients. We are always looking for dedicated, hardworking staff to work with us and help us to continue to support our clients and integrate new ones into the business.”
Ultimately, John is keen to emphasise the firm’s commitment to supporting client and providing the highest standards of service which are compliant with all relevant regulations, in order to safeguard returns for investors.
“Overall, what really sets our firm apart and marks us out as the best option for our clients is that we are committed to the highest standards of ethical conduct in everything we do and in all aspects of our business. The interests of our clients comes first, and our focus on full disclosure and the highest standards of fiduciary care ensures our interests our aligned with yours. We are not swayed by financial incentives for recommending, and as such we do only what is right for our clients.”
Company: Lindsey & Lindsey Wealth Management
Address: 4195 East Thousand Oaks Boulevard, Suite 125, Westlake Village, CA 91362
Phone: (805) 330-3700
Fax: (805) 379-0600
Email: [email protected]