Financial Consultant Financial Planning Nonprofit 
Envision Wealth Planning
MARCH 28, 2022
Envision Wealth Planning has a passion for helping clients incorporate women’s empowerment and other personal values into their financial plans. We help clients invest in companies with strong financial records as well as how those companies treat the women who work for them. YourStake Edition.
NAIFA Advisor Today
MAY 5, 2025
Lindsey Lewis is a Chartered Financial Consultant and a Certified Financial Planner who champions the advancement of women in the financial industry through research, education, and advocacy. She volunteers at nonprofits and holds degrees in personal financial planning and an MBA from Utah Valley University.
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