Local Financial Advisory Firm Welcomes Christina Lindsey Orta
Lindsey and Lindsey Wealth Management Well Positioned for Next Phase of Growth
Jul 29, 2014, 08:40 ET
WESTLAKE VILLAGE, Calif., July 29, 2014 /PRNewswire/ -- CERTIFIED FINANCIAL PLANNER™ professional, CEO and Founder of Westlake Village, Calif.-based Lindsey and Lindsey Wealth Management, John Lindsey, announced today that Christina Lindsey Orta has joined the firm as Vice President/Financial Advisor.
Christina brings more than 10 years of experience to Lindsey and Lindsey. Prior to joining the firm, Christina served as Vice President of Sales for Walton International Group, a real estate investment and development firm where she helped the company expand distribution throughout the United States. She also served as a Branch Manager for Countrywide Home Loans, running a nationwide full service home loans branch.
"Christina has a tremendous background in the alternative wholesale space," said John. "She is an expert at presentations and seminars and can help educate our clients on the investment solutions that best fit their needs. In addition, with Christina having earned her FINRA Series 24 license, she brings a whole host of new skills and opportunities to Lindsey and Lindsey."
The Series 24 license gives Christina, and Lindsey and Lindsey by extension, the ability to supervise and manage branch activities. This licensing dovetails with the firm's long-term growth strategy, which includes adding additional talent to the firm and adding multiple offices in the next three years.
"I'm incredibly proud of Christina and her accomplishments – both as a father and as the firm's founder," said John. "I would have recruited her even if she weren't my immediate kin. It's a bonus that we're related. I am excited to bring her expertise to the firm. Together we'll take Lindsey and Lindsey to the next level."
GROWTH AND SOLID SUCCESSION PLAN
When John broke away from Edward Jones, in order to be more independent and establish his own firm, he did so with the idea that Christina would join the family business. However, they both wanted to be sure that she earned her position within the company – it was not to be "a given."
"I was raised that you have to work hard for what you get," said Christina, a CERTIFIED FINANCIAL PLANNER™ professional. "I don't know that it would have been the best thing for me to be handed a job with my father right out of college. I needed to work for another boss, another corporation, and build my own knowledge base in the industry before I could come to work for the family business and bring all of the best practices."
To hear John Lindsey and Christina Lindsey Orta talk about their career paths and the evolution of the family business, visit http://www.audioacrobat.com/email/ErP9H2LNz
About Lindsey and Lindsey Wealth Management, INC.
Lindsey and Lindsey Wealth Management, Inc. is an independent wealth management and financial advisory firm based in Westlake Village, California. Founded in 2012 by John C. Lindsey, the firm offers only independent, objective investment advice dedicated to helping clients build wealth and protect their hard-earned assets. John left Edward Jones to start his own independent firm to better serve his client base with an expanded universe of investment offerings. For more information, please visit http://www.lindseyandlindsey.com. Social media options include Facebook, LinkedIn, Google+ and Twitter.
Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. The Securities America companies are not affiliated with any other entity named in this material.
SOURCE Lindsey and Lindsey Wealth Management, Inc.
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