Lyndsey Monahan, ChFC® in

Lyndsey Monahan, ChFC®

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Financial Advisor at Precision Wealth Strategies
📍 Dallas-Fort Worth Metroplex, United States

Lyndsey Monahan is a Financial Advisor at Precision Wealth Strategies and a Business Consultant who founded Women Inspire Wealth. With ChFC® and CLU® designations from The American College of Financial Services, she specializes in creating wealth plans for female executives and business owners, focusing on reducing risk and taxes.

Outside of work, Lyndsey is an avid golfer who enjoys scrambles, reading a good book, and traveling. She lives in the Dallas, Texas area with her husband and two children, and enjoys spending time with family and entertaining friends.

Before her career in finance, Lyndsey worked in IT for a Fortune 50 company and describes herself as a "reformed nerd. "

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Experience
5 Years
Current Role
Financial Advisor
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Lyndsey 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 Lyndsey cares about

Female Empowerment
Founded Women Inspire Wealth, a firm dedicated to championing the financial empowerment of women, inspired by her own experiences growing up with a single mother.
Business Consulting
Functions as both a financial advisor and a business consultant, helping entrepreneurs find operational efficiencies and scale profits to generate more personal income.
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Career

Work history

6-2024
Financial Advisor
Precision Wealth Strategies
1-2024
Business Consultant
Lyndsey Monahan Consulting
7-2022 - 6-2024
Founder | CEO | Financial Consultant
Women Inspire Wealth
1-2022 - 6-2022
IAR | Sr. Wealth Manager
Black Mammoth
3-2020 - 1-2022
Investment Adviser Representative | Agent
Transamerica
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2004
Bachelor of Science
Illinois State University
2016 - 2020
Chartered Financial Consultant
The American College of Financial Services
Social presence
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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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