Lindsey Swanson, CFP®
Hourly and ongoing financial planning and investment management
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Serving Clients Nationwide
Hourly and ongoing financial planning and investment management
Areas of Focus
- Equity Compensation Options
- Estate Planning
- International and Cross-border Planning
- Investment Management
- Real Estate Investing
- Retirement Planning
- Socially Responsible Investing
- Tax-Efficient Planning
About Lindsey Swanson, CFP®
Hi, I'm Lindsey Swanson. I'm a Financial Advisor at We Financial Group.A Certified Financial Planner (CFP®) from the Bay Area, I've dedicated my career to financial services—but it wasn't always an obvious path. Growing up, I was taught that women weren't naturally good with numbers.
Through education and determination, I discovered that financial literacy isn't a fixed trait but a skill you can develop and strengthen, just like a muscle. I'm passionate about breaking down barriers and showing others that anyone can master their financial future.
After running my own independent firm for three years, I gained invaluable experience building something from the ground up—insights I now bring to helping clients navigate their own journeys.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
Primary Location
San Francisco, CA 94108
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the short survey to qualify for a complementary financial strategy session. We'll sit down to discuss your situation, your goals, and any concerns you have about your finances in the U.S. and France, and I'll answer your questions so we can determine the best way to move forward. I look forward to speaking with you.Offers Investment Management
Yes
About We Financial
We Financial Group is an independent, SEC-registered, fee-only wealth management organization dedicated to helping clients make confident financial decisions throughout every stage of life.Unlike traditional advisory firms that operate under a single brand, We Financial Group brings together specialized advisory practices that serve different client communities while sharing the same planning philosophy and fiduciary commitment.
Whether a client is planning for retirement, managing equity compensation, growing a business, preparing for college expenses, coordinating estate planning, navigating cross-border financial issues, or aligning investments with personal values, our goal is to provide specialized expertise within a coordinated long-term financial plan.
Across every brand, our mission remains the same: simplify financial complexity, provide objective advice, and help clients build lasting financial confidence.
As fiduciaries, we never sell financial products or receive commissions. Every recommendation is made solely in our clients’ best interests.
Who We Serve
We work with French people and French-American families living in the United States, whether they are new arrivals, settled for the long term, or preparing to return to France or move elsewhere in the world. Managing money as a mixed French-American family involves unique tax, legal, and economic considerations, and we bring bilingual, cross-border expertise to help simplify those decisions.
Our Services
Depending on your needs, our advisors provide guidance in areas including:
Comprehensive financial planning
Investment management
Retirement planning
Tax-efficient investing
Equity compensation planning (RSUs, stock options, and ESPPs)
Estate planning coordination
Education planning
Cash flow and budgeting
Business owner planning
Cross-border financial planning
Sustainable and impact investing
Our Philosophy
Financial planning is about far more than investment performance.
Every important financial decision is connected. Investments affect taxes. Taxes influence retirement. Estate planning impacts future generations. Business decisions shape personal wealth.
Our role is to help clients see the bigger picture, understand their options, and make informed decisions with confidence.
By combining specialized expertise with a collaborative planning approach, we help clients build financial strategies that are coordinated, objective, and designed to evolve throughout every stage of life.
Education
The University of Alabama, Bachelor's Degree, Financial Planning
Hobbies and Interests
- Animals
- Family
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Expats
- Families
- Foreign-Born Individuals
- Immigrants
- Intergenerational Families
- Technology Professionals
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FAQs
FAQ Disclosures
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