My name is Laurie Itkin and I'm better known as The Options Lady. My passion iseducating and empowering women and couples to take control of their finances and grow the money they work so hard to earn through investing. I provide professional money management as a financial advisorwith Coastwise Capital Group as well as education and coaching for clients who prefer to manage their own money.
For the fifth year in a row, Coastwise has been awarded the
FIVE STAR Wealth Manager distinction which recognizes the
top two percent of wealth management firms in San Diego.
We serve clients nationwide.
Are you ready to work with a financial advisor who doesn't just collect a fee but teaches you the skills and strategies to successfully manage your own money? Unlike most financial advisors, I don't want you to always be dependent on me. I want you to achieve financial empowerment. I am considered a thought leader on women and investing and wrote Every Woman Should Know Her Options: Invest Your Way To Financial Empowerment to demystify the stock market and teach women of all ages how to grow their money.
I entered the money management profession as a second career only after I had successfully built my own wealth through investing. Unlike other wealth managers who won't consider you unless you have $1M in investable assets, I believe the level of your net worth should not be a gating factor. I can be your money manager if you have at least $200,000 in investable assets. And if you don't, I can coach you to become your own money manager. I encourage you to learn more about me by checking out my services, book, educational events, and speaker page.
Call me at 858-220-4736 for a complimentary consultation or