Lindy Yoshida

CFP®

Associate Advisor

Lindy Yoshida is a CERTIFIED FINANCIAL PLANNER™ and Associate Advisor at BSW Wealth Partners, where she helps clients align their financial strategy with the life they want — balancing smart decision-making with quality of life. She supports clients through key transitions and tailors advice to help them make confident financial decisions.

Before joining BSW, Lindy built a diverse career in business development, operations, and marketing — including roles at Uncharted, a social impact accelerator; a Japanese language school in Okinawa; and the Boys & Girls Clubs of Onslow County in North Carolina.

Lindy holds dual bachelor’s degrees in Spanish and International Studies from the University of Colorado Denver, as well as master’s degrees in International Marketing from Universitat de València and an MBA from the University of North Carolina Wilmington.

Born and raised in Colorado, Lindy brings over a decade of experience in customer service, communication, and client support. On weekends, she’s in the garden wearing heart-shaped sunglasses and chasing the love of her life — her 12-year-old Jack Russell Terrier named Tigger.

Education, Accreditation, Leadership and Service:

BA, International Studies & Spanish, University Colorado Denver
Master in International Business, specialization in International Marketing, Universitat de Valencia
MBA, University of North Carolina, Wilmington
Volunteer – Denver CASA