Member Profile

Lindsay Mais

Financial Professional
Email Address:
Phone Number: 562-343-9226
Office Address:
3030 Old Ranch Pkwy
Suite 300
Seal Beach, CA

About Lindsay:

Lindsay began her career in 2008, one of the toughest years ever for financial services. But the lessons she learned about managing risk and investments were invaluable.

Today, as a Certified Financial Planner™ and Certified Divorce Financial Analyst®, Lindsay’s goal is to become her clients’ financial advocate and to help with the transition into and throughout retirement. How does she do it? Through comprehensive financial planning, objective investment management, risk management and partnering with her clients’ other professional advisors, which may include CPAs, estate planning attorneys and divorce and business attorneys. By working with these other professional advisors, she can ensure a holistic, cohesive plan for her clients. As a Certified Divorce Financial Analyst®, she assists couples before, during and after the complicated and emotional divorce process. As a Corporate Stock Benefit Consultant, Lindsay helps executives manage their complex equity compensation plans so they can focus on other priorities.

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