Our People

Joshua Lindsey

Investment Advisor
Representative

Joshua Lindsey

Investment Advisor Representative


Joshua joined Lindsey Financial, Inc. late in 2003. Joshua currently serves as a Financial Advisor, helping clients achieve their goals by utilizing cutting edge structuring techniques. Joshua is dedicated to 100 percent client satisfaction. He enjoys working as part of a team to ensure optimum benefits are achieved in every plan.
Joshua has assisted in planning and advising on over 300 cases, integrating a wide range of specialized tools and structures into a comprehensive financial plan. Joshua understands how to discuss complex estate, business, and tax concepts in a clearly understood way.
Joshua served as a Case Manager for three years before passing his Certified Financial Planner exam and becoming one of the Financial Advisors at Lindsey Financial. He works in conjunction with Bill Lindsey to supervise the creation of Financial Plans. Joshua develops various plans that include sophisticated illustrations of before and after scenarios. When the plan is complete, the client is able to visualize the benefits prior to implementation.
Joshua maintains current knowledge of laws and regulations together with the latest planning techniques. This allows him to provide the best service possible for his clients.

 

Professional Experience

  • Financial Advisor -Lindsey Financial. lnc, located in Redlands, California, creating and advising on comprehensive financial plans.
  • Case Manager -Lindsey Financial lnc, located in Redlands, California, providing comprehensive fee-based financial planning
  • Life Insurance Agent -New York Life Insurance Company, assisting clients plan for their financial futures

Education


Joshua started his education in 2001 studying Pension Administration, passing both his PA1 and PA2 exams. Two years later, Joshua continued his education at the University of California, Riverside, enrolling in their Personal Financial Planning Certificate program. After gaining the certificate in Personal Financial Planning, he passed his Certified Financial Planner® exam, earning the highly renowned CFP® designation. He has also obtained his series 6 Securities license.

More about Joshua


Along with his core financial planning business and work at Lindsey Financial, Inc. Joshua enjoys spending time with his two sons, Nicholas who is 10 years old and Christian, who is 8 years old. In his free time Joshua enjoys camping, traveling, dirt bike riding, snowboarding, wakeboarding and great times on weekends with friends and family.

To schedule a client meeting:

1980 Orange Tree Lane

Suite 250

Redlands, CA 92374

TEL: (909) 335-6810

FAX: (909) 335-6808

Email: Josh@Retire-Wealthy.com

Corinne Haney

Scheduler
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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Jeremy Lindsey

Investment Advisor
Representative

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Lily Diaz

Case Manager
Assistant
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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Bill Lindsey

RFC, AEP
Investment Advisor
Representative

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Joshua Lindsey

CFP ®
Investment Advisor
Representative

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Melissa Belmontes

Case Manager
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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