Laurie Itkin

Financial Adviser and Wealth Manager at Coastwise Capital Group Llc

Laurie Itkin's Professional Contact Details

Email (Verified)

****@coastwisegroup.com

Get Email Address

(858) 454-6670

Location

San Diego, California, US

Company

Coastwise Capital Group Llc

Person Seniority

manager

Person Functions

finance

Laurie Itkin's Current Company Details

Coastwise Capital Group Llc

San Diego, California, US • 4 Employees

investment management

Coastwise Capital Group, LLC is an independent money management firm that offers superior investment services and expertise to affluent individuals, families, and institutions worldwide. The Coastwise team brings more than five decades of investment experience. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Various account types include individual, retirement, trust, organization accounts, and 529 plans. Coastwise utilizes a combination of stocks, options, ETFs, and bonds to achieve each client's individual financial goals CEO & Chief Investment Officer, Scott Kyle, is the author of The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding, www.thepowercurve.com, and creator of the Power 100â„¢, www.thepower100.com, an annual stock index. Coastwise is passionate about giving back to the community and founded The Coastwise MileÂ®, www.coastwisemile.com, as well as The Coastwise Prize for Investing ExcellenceÂ®, www.coastwiseprize.com. Coastwise was named a FIVE STAR Wealth Manager for the 8th consecutive year in 2016. In multiple previous years, Coastwise has been named La Jolla's Best Financial Advisor in the La Jolla Light's "Best of La Jolla" poll, and Best Financial Advisor in the La Jolla Village News' "Readers' Choice Awards". For more information on our award winning services, call us today at (858) 454-6670, email us at [email protected], or visit our website at www.coastwisegroup.com.

Organization Website

coastwisegroup.com

Organization Languages

English

Organization Revenue

1000

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