Coastwise Capital Group, LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service. Starting with a financial plan, the Financial Advisors at Coastwise create, monitor, and manage portfolios for our clients to achieve their near and long-term goals, wants, and needs.

At Coastwise, we help people define their important life money goals, create a plan for them, then assist in executing this plan. We take a holistic approach to our clients' financial lives. Our goal is to allow them to sleep well at night knowing that their short and long-term wants and needs are being cared for.

Here’s WHAT MAKES US DIFFERENT:

- We have been awarded the 5 Star Wealth Manager Award for 13 years, less than 2% of eligible advisors having achieved this.
- We are fiduciaries which means we must put our clients' interests first.
- The Financial Advisors at Coastwise are highly educated (Harvard, Wharton, Berkeley) and have decades of experience investing and helping others make smart financial decisions.
- We are not distracted by other areas of business-like real estate or insurance.
- We create customized portfolios and investment solutions for our clients, including using options where appropriate to generate income and hedge portfolios.
- We are experts at using public market options for hedging, income generation, and other purposes.
- We have deep experience in assessing and advising on private market RSUs, ISOs and other forms of compensation prior to, during, and post liquidity events.
- We have written several books on investing and given dozens of presentations to groups around the 
country.

Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s “Best of La Jolla” poll, and "Best Financial Advisor" in the La Jolla Village News’ “Readers’ Choice Awards”.

For more information on our award-winning services, call us today at (858) 454-6670, email us at info@coastwisegroup.com.

Sign up for free to view info

Company overview Email format