Lindsey Splendorio, CFP®

Lindsey Splendorio, CFP®

Partner

Phone: 269-342-7797
Fax: 269-349-1160
E-mail:
 

LINDSEY SPLENDORIO, CFP®

Partner

Lindsey Splendorio is a Partner at Cross, Wietfeldt & Splendorio Financial Advisors. As a CFP® professional, Lindsey’s focus goes beyond investments. Her comprehensive approach includes advice on a client’s broader financial picture, including liability management, cash flow, and estate planning concerns. Listening to needs and goals, she develops a simple financial strategy tailored to each unique client.

Certifications & Awards

Lindsey earned her CFP® designation in 2009. The CFP® certification mark identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

Lindsey was named as one of REP. Magazine's "Top 50 NextGen Independent Broker/Dealer Advisors" for 2015.*

Past Experience

Goldman Sachs – Investment Associate, Private Wealth Management, San Francisco, CA

UBS Financial Services – Investment Associate, Private Wealth Management, San Francisco, CA
Helped secure, develop and manage relationships with high net-worth individuals, their families, family offices, and foundations. Served as the primary point of contact for 40 client relationships and was responsible for coordinating the transfer of $1.2 billion in assets to the firm.

Education

Cornell University, BS Policy Analysis and Management
Cornell Varsity Volleyball, 4-year letter winner

Personal

Lindsey is an active member of her community and enjoys spending time with Joe and their 3 children: Gabby, Dominic and Alex.

*REP Magazine’s Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively on assets under management. Advisors had to be under the age of 40 as of Jan. 1, 2015. Investment performance is not an explicit component.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Cross, Wietfeldt and Splendorio Financial Advisors are a separate entity from WFAFN.