Coastwise Capital Group, LLC

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 five years of industry experience. He holds a Series 65 credential and has worked at Coastwise since 2020. Prior to this, he held roles at Stubhub, Fingage, Blume Global, Haven Inc., and Tafigura. Outside of advising, he works as a business setup consultant for Womply, a technology company serving small businesses. Coastwise Capital Group advises individuals, corporations, trusts, estates, and charitable organizations, offering discretionary portfolio management alongside financial planning and consulting. The firm manages approximately $184 million in client assets and employs fundamental and technical analysis across a broad range of investment instruments.

Brad Saenz is a financial advisor at Coastwise Capital Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coastedge Partners LLC and MUFG Union Bank. Coastwise Capital Group serves individuals, including high-net-worth clients, corporations, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $184 million in client assets and employs both fundamental and technical analysis across a variety of investment instruments.