Seaside Wealth Management, Inc.

Kade Kretzschmar is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, CA, holding a Series 65 designation. He has one year of industry experience and previously worked for the St. Louis Cardinals for two years. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm’s investment approach emphasizes passive, diversified portfolios using ETFs, mutual funds, individual securities, and fixed income, guided by third-party research and disciplined rebalancing.

Austin Mangold is a financial advisor at Seaside Wealth Management, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory roles, he has experience in the food service industry and education. Seaside Wealth Management is a team-based registered investment adviser managing approximately $362 million in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, employing a passive, diversified investment approach based on modern portfolio theory and third-party research, with additional services including financial planning and retirement plan consulting.

Anthony Franco is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Seaside Wealth Management, Inc., where he has worked since 2026. Prior to this, he was with Wells Fargo Clearing Services, LLC for seven years and has held roles at Carroll, Kelly, Trotter, Franzen, McBride, Peabody, Godin Properties, and Point Loma Nazarene University. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified investments and offers services including asset management, financial planning, and retirement plan consulting.

Bradley Lineberger is a CFP® and ChFC® with 18 years of industry experience. He is a founding owner of Seaside Wealth Management, Inc. and has been with the firm since 2011. Prior to that, he was affiliated with Purshe Kaplan Sterling Investments for 10 years. He also teaches financial classes at Mira Costa Junior College and serves as Athletic Chair for the La Costa Canyon High School Foundation. Seaside Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors with discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes passive/indexed strategies, broad asset allocation, and disciplined rebalancing, supported by academic research and tools such as Pontera for tax-efficient asset management.

Matthew Callahan is a CFP® and ChFC® with 14 years of industry experience. He is currently with Seaside Wealth Management, Inc., where he has worked since 2020. Prior to that, he held roles at Northwestern Mutual and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Treasurer of the San Diego Chapter of the University of New Mexico Alumni Association. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $362 million in client assets and employs a disciplined, modern portfolio theory-based investment approach that emphasizes diversified, passive strategies using ETFs, mutual funds, individual securities, and fixed income.

Derek Finch is a financial advisor at Seaside Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at firms including Evolve Private Wealth, LLC and Commonwealth Financial Network. Outside of finance, he has experience in the brewing industry through Gravcap Brewing. Seaside Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $362 million in client assets. The firm employs a modern portfolio theory approach with a focus on passive, diversified exposure and offers asset management, financial planning, and retirement plan consulting services.

Jerri Hammons is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California, with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Integrated Advisors Network, Axxcess Wealth Management, and Best Practices of America. Seaside Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors by providing discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes modern portfolio theory, using passive/indexed investments, broad asset allocation, and disciplined rebalancing.