My name is Laurie Itkin and I'm a financial advisor, certified divorce financial analyst (CDFA), television news guest, and author of the Amazon best seller, Every Woman Should Know Her OptionsI invite you to watch the two-minute video above to learn about me. Scroll down to see my services and consider subscribing to my newsletter or requesting a consultation.

Financial Advice/Wealth Management

Investment management for trust, retirement, and brokerage accounts.  Specialties in stocks, ETFs, and conservative option strategies which can be used to generate income or provide downside protection during volatile stock market periods. Fee-only fiduciary advisor.

Divorce Financial Planning

Financial analysis and planning for individuals and couples contemplating divorce or already engaged in divorce settlement negotiations. Hired as a financial advocate and advisor for one spouse or as a neutral financial analyst for couples.

Online Course for Women

Online course for women who want to increase their knowledge and confidence related to budgeting and investing for their future after divorce. Ideal for women who have signed a marital settlement agreement within the past two years.

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Laurie Itkin

The Options Lady

TheOptionsLady.com

Coastwisegroup.com

San Diego, CA 92130

 

Tel: 858-220-4736

laurie@theoptionslady.com