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Coastwise Capital Group, LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Coastwise Capital Group, LLC operates as a boutique investment advisory firm in the investment management industry. Headquartered in La Jolla, California, it provides customized financial planning and portfolio management, employing a holistic approach to helping clients meet near- and long-term goals. The firm acts as a fiduciary, prioritizing clients' interests, and designs customized portfolios that may include public market options for income generation and hedging. Its advisory team includes professionals educated at institutions such as Harvard, Wharton, and Berkeley, with experience advising on RSUs, ISOs, and other forms of compensation around liquidity events. Coastwise has received local recognition as La Jolla’s Best Financial Advisor in the La Jolla Light's Best of La Jolla poll and as Best Financial Advisor in the La Jolla Village News Readers’ Choice Awards, and in May 2023 launched The Compound Code, an expert guide to trading stocks and options.

Find Coastwise Capital Group, LLC employees' phone numbers or email addresses

Coastwise Capital Group, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Coastwise Capital Group, LLC's Leadership

  • Stylized image of a person
    S. K.
    Chief Executive Officer
    Phone icon
    Mobile Phone

Coastwise Capital Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Coastwise Capital Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. K.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    United States
    May 20, 2025

Frequently Asked Questions

What is Coastwise Capital Group, LLC known for?

Minus sign iconPlus sign iconCoastwise Capital Group, LLC was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-858-454-****
. Explore Coastwise Capital Group, LLC's company overview page for more information.

What is Coastwise Capital Group, LLC's most common email format?

Minus sign iconPlus sign iconCoastwise Capital Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastwise Capital Group, LLC email formats with LeadIQ.

How many employees does Coastwise Capital Group, LLC have currently?

Minus sign iconPlus sign iconCoastwise Capital Group, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Coastwise Capital Group, LLC's key employees and leadership?

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As of July 2026, Coastwise Capital Group, LLC's key employees include:

  • Chief Executive Officer: S. K.

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