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My name is Laurie Itkin and I'm known as The Options Lady. My passion is educating and empowering individuals and couples to grow the money they work so hard to earn. I'm not your typical financial advisor. I entered the money management profession as a second career only after I had successfully built my own wealth through investing in the stock market.

I provide the following services:
​I wrote Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment, an Amazon best seller in three categories, to demystify stocks, funds, and options, and inspire women of all ages to become successful investors.


​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.

​                           or call me at 858-220-4736 for a complimentary consultation.

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Amazon Best Seller in
Three Categories
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