Laurie Itkin is a financial advisor at Coastwise Capital Group, LLC with 13 years of industry experience. She holds a Series 65 designation and is the founder of two non-investment-related ventures, The Options Lady, focused on education, and Rouge Government and Public Affairs, specializing in public affairs, both based in San Diego. Coastwise Capital Group advises individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management alongside financial planning and consulting, utilizing a range of investment instruments guided by clients’ objectives and risk profiles.

Scott Kyle is a financial advisor at Coastwise Capital Group, LLC in La Jolla, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Coastwise Capital Group since 2006. Coastwise Capital Group provides discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $184 million in assets and employs both fundamental and technical analysis across a broad range of investment instruments.

Patrick Fischer is a financial advisor at Coastwise Capital Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Fingage and Blume Global. In addition to his advisory role, Fischer serves as a business setup consultant for Womply, a technology company supporting small businesses. Coastwise Capital Group is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and institutional clients. The firm manages a diverse range of asset types and offers investment approaches that include fundamental and technical analysis, as well as access to digital assets and derivative strategies.

Brad Saenz is a financial advisor at Coastwise Capital Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coastedge Partners LLC. Coastwise Capital Group is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, corporations, and institutional clients. The firm manages a diverse range of asset types, including digital assets, and offers services to both non-high-net-worth and high-net-worth households.