Lindsay Aschtiani, CFP®

Lindsay Aschtiani, CFP®, has a diverse background with experience in corporate compliance, entrepreneurship, financial analysis, strategic advising, and wealth management. Starting in 2021, Lindsay worked as a Corporate Compliance Specialist at Bridge Home Health & Hospice. Prior to that, they co-founded Lindsay Is Organic, an organic cotton tampon subscription company, where they successfully launched the brand, secured funding, and managed major wholesale accounts from 2016 to 2019. Lindsay also worked at H&M as a Financial Analyst/Business Controller from 2013 to 2018, where they conducted financial analysis, managed inventory, and handled budgeting. As a Strategic Advisor at Mercer Advisors from 2012 to 2013, Lindsay built and managed client relationships and provided comprehensive financial planning. Before that, they co-founded My Grandpa's Closet, a fashion and design blog, and worked as a Wealth Advisor and Certified Financial Planner™ at Spectrum Capital Investment Group, Inc. from 2008 to 2012, where they developed financial plans, conducted cash flow analysis, and researched investment opportunities. Lindsay also co-founded BrodyDean in 2004 and worked in an administrative role at Acquisition Group Inc. from 2002 to 2007.

Lindsay Aschtiani, CFP®, obtained a Bachelor's degree in Business and Finance from the Cal State Fullerton, College of Business and Economics, from 2006 to 2008. In 2009 to 2010, they completed a CFP course at Boston University. Lindsay also holds additional certifications as a Certified Financial Planner(TM) from the CFP Board and as a Real Estate Broker/Sales Agent from Camelot West Commercial. The exact months and years of obtaining these certifications are not provided.