Lindsey Swanson, CFP® in

Lindsey Swanson, CFP®

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Financial Advisor at We Financial Group
📍 United States

Lindsey is a Certified Financial Planner (CFP®) at We Financial Group and the founder of Stripper Financial Planning. A graduate of The University of Alabama, she focuses on providing accessible, human-centered financial advice to underserved populations, including sex workers and the LGBTQ+ community, breaking down traditional industry barriers.

Outside of her advisory roles, Lindsey is a passionate advocate and dog lover who frequently shares her expertise on podcasts. She speaks on topics ranging from ESG investing to the intersection of marketing and mental health for financial advisors, aiming to demystify finance for a broader audience.

She founded Stripper Financial Planning to offer shame-free, practical financial advice to adult creators, dancers, and performers.

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Current Role
Financial Advisor
Location
United States
Personality Overview

How Lindsey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lindsey cares about

Financial Inclusion
Her career is dedicated to serving overlooked communities, founding a firm specifically to provide financial planning for sex workers and specializing in advice for the LGBTQ+ community.
Serving Niche Markets
She has successfully built a business by identifying and creating tailored financial services for a specific underserved demographic, a topic she has discussed on podcasts.
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Career

Work history

6-2025
Financial Advisor
We Financial Group
5-2023 - 3-2025
Financial Advisor
Brio Financial Group
8-2020
Founder
Stripper Financial Planning
10-2018 - 8-2020
Private Wealth Advisor, Lead Investment Analyst
Relevé Financial Group
5-2018 - 10-2018
Investment Associate
Financial Advisory Group
In the press

Media appearances

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Education
2017 - 2019
Bachelor of Science - BS
The University of Alabama
2016 - 2017
Business
Southeast Community College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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