John Lindsey, CFP®
Chairman | Founder | Certified Financial Planner™
John Lindsey CEO, CFP ®, CKA® is a former apparel industry Senior executive who worked for key brands such as Oshkosh B' Gosh and Jantzen Sportswear. He was with Edward Jones for over 15 years beginning in 1996. His office in Simi Valley was among the top 3% volume offices in the country for Edward Jones. He served as Regional Leader for 65 Edward Jones offices in the south central coast and southern central valley region of California. He founded Lindsey & Lindsey Wealth Management, Inc. in 2012, then founded Ascent Wealth Management in 2013, to better serve his client base with an expanded universe of investment offerings.
Mr. Lindsey holds a Bachelor of Science and Master of Business Administration degree from the University of Southern California. He studied and obtained his CFP® from the California Institute of Finance at Cal Lutheran University.
John is a past director of the UC Santa Barbara Economic Forecast Project in Ventura, Santa Barbara and San Luis Obispo counties and a past president of the Rotary Club of Simi Valley. He has been a past designee to the list of Who's Who in Business and Finance by the Pacific Coast Business Times. John is an active member of the Chamber of Commerce and a Leadership graduate. He served on the board of the Simi Valley Free Clinic as its Treasurer and Secretary and remains a board member. He is also the Finance Chair of the United Way of Ventura County and has served eight years on the board.
This communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, FL, HI, ID, IL, KY, MD, MN, NV, NY, NC, ND, OK, OR, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.