Lindsay Carter
Client Service Associate
Lindsay is a Client Service Associate in the Beacon Pointe Larkspur, CA office. She brings over a decade of financial industry experience to her role, supporting clients with a thoughtful, service-focused approach. Prior to joining Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, Lindsay worked at Citigroup as a Private Equity Fund Accountant and has held roles including Registered Representative, Mutual Fund Accountant, and Client Services Associate. Lindsay earned her bachelor’s degree in Finance, Risk Management, and Insurance from Sacramento State University and her master’s degree in Financial Analysis and Investment Management from St. Mary’s College of California. Outside of the office, she enjoys spending time with her husband and children, watching her kids play baseball and softball, participating in AKC events with her dog, and exploring new adventures and experiences.
