Lindsay Capozza, Certified Financial Planner

  Lindsay’s career in the financial planning industry first began when she joined the firm as a recruiter. She quickly transitioned into building her own practice as a financial advisor after realizing that, like her, so many others in the world were seeking financial guidance and education about how to navigate personal finance. 

Since then, she has relished the opportunity to educate and empower her clientele as they take charge of their financial futures. As a wealth management advisor, Lindsay strives to protect what her clients have worked to achieve, while helping to find new opportunities to promote their growth. As a graduate of San Jose State University, Lindsay enjoys working out, traveling and spending time with friends and family.