Broker Check
Christina Lindsey Orta, CFP®, CKA®

Christina Lindsey Orta, CFP®, CKA®

CEO | President | Certified Financial Plannerâ„¢

Christina Lindsey Orta, CFP®  left the corporate world to join Lindsey & Lindsey Wealth Management in 2014 and team up with her father who founded the business.  In 2018, she became a partner and took over as CEO in 2022 as John is spending a bit more time in semi-retirement. Prior to joining Lindsey & Lindsey, Christina was a Vice President of Sales for the Southern California region with Walton International.  Part of her role was serving independent financial advisors and their high-net-worth accredited investors.  Prior to Walton, she worked for Countrywide Home Loans for nearly 3 years most formerly as a Branch Manager in Chandler, AZ.  Mrs. Lindsey Orta started in the financial services industry in 2002 at Edward Jones working as a Branch Office Associate and on the Equity Marketing & Trading Desks while completing her degree.

Christina received a bachelor’s degree in business administration with an emphasis in Finance from Loyola Marymount University in Los Angeles.  She currently holds the securities licenses 7, 63 and 24. In 2013 she obtained the Certified Financial Planner™ Certification and is currently working on her Accredited Estate Planner designation due to her passion and focus on estate planning with clients. 

Brian is Christina’s loving husband, they’ve been married since 2006 and have 2 daughters, Paige (7) and Peyton (3).   Christina loves being a mother and in her spare time enjoys collecting and drinking fine wines, gourmet cooking, baking, traveling, running, pilates, and spending time with family and friends.  She has served on the board of the Rotary Club of Simi Valley and she and Brian are actively involved in their church.  Christina is also a Certified Kingdom Advisor® who can integrate clients’ faith-based principles into financial planning.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced.