Lindsey Smith, CFP
Mobile Savings Coach
Coastal Community Private Wealth Group
Lindsey is passionate about helping you start saving for what matters to you.
With over 16 years of experience working with some of the top national investment firms Lindsey has taken her leadership skills and innovation to the next level! She is here to help you make small changes towards big savings. Lindsey has a strong passion for helping the younger generation achieve their savings goals. Whether saving for the small things of life’s big events, Lindsey finds great enjoyment in supporting members and clients through a confident saving plan.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.