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Laurie Itkin

Helping Women And Couples Achieve Financial Empowerment

Coastwise Capital Group, LLC

La Jolla

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The Options Lady 4 years, 10 months Aug 2012 - Present
Rouge Government and Public Affairs 5 years, 5 months Jan 2012 - Present
TVG 2 years, 2 months Nov 2009 - Jan 2012
Cricket Wireless 9 years, 7 months Mar 2000 - Oct 2009

Designations & Memberships

  • Certified Divorce Financial Analyst
    Designation
    Certified Divorce Financial Analyst
    Individuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.

Articles and Answers

Insights by Laurie Itkin

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Answers

Ask a financial questionAsk a question
Rollover 401K vs. IRA?
The fees you have listed likely belong to an actively managed mutual fund. Your advisor could charge an upfront fee of up to 5.75%. But there also seems to be a contingent deferred sales charge of1% that could be assessed if you attempt to cash out of the fund before holding it a certain number or ...  (more)
Answered Apr 2015
If I have my money in my 401K through my company Directions In Research how would I see online how much I have invested?
Please ask your HR department for instructions on how to log into your 401(k) account. If they don't have it, they should be able to provide a 1-800 number for your company's 401(k) provider....  (more)
Answered Jul 2015
Do I need to have money invested in other countries to properly diversify my portfolio?
There are so many low-cost exchange-traded funds (ETFs) that can capture high-quality, dividend-paying stocks of companies in Europe. If you are going to invest in blue-chip, dividend-paying US stocks, you'll find that some of the companies in the UK, Germany, etc pay higher dividends than U.S. comp...  (more)
Answered Jul 2015
How can an financial advisor help me with college planning or a 529 plan?
You don't necessarily need to work with a financial advisor to set up 529 plans for your kids. Here's an excellent site which gives you information and links to numerous 529 plans: http://money.usnews.com/529sTry to find a plan with low fees and a variety of choices....  (more)
Answered Jul 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Apr 1, 2016
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Nov. 10, 2016
      • $64.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 210
        number of clients
      • $304.8K
        Estimated Average Account Balance Per Client

    Coastwise Capital Group, LLC

    Last updated on March 31, 2017
      • $61.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 200
        Accounts
      • $307.5K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements