Chief Operations Officer
Current
Apr 2019 - Present
AeroLeads people directory · profile
Brad Saenz Email & Phone Number
Chief Operations Officer
at
Coastwise Capital Group, LLC
2 work emails found
@coastwisegroup.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operations Officer
Location
Carlsbad, California, United States
Company size
Who is Brad Saenz? Overview
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Quick answer
Brad Saenz is listed as Chief Operations Officer at Coastwise Capital Group, LLC, a company with 5 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at coastwisegroup.com and a matched LinkedIn profile for Brad Saenz.
Brad Saenz previously worked as Senior Operations Associate at Coastedge Partners, Llc and Trust Operations Accountant at Union Bank. Brad Saenz holds Bachelor'S Degree In History from University Of South Carolina-Aiken.
Company email context
Email format at Coastwise Capital Group, LLC
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{first}@coastwisegroup.com
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Profile bio
About Brad Saenz
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, or visit our website by clicking on the link below.https://www.coastwisegroup.com
Listed skills include Fixed Income, Equities, Asset Management, Hedge Funds, and 1 others.
Current workplace
Brad Saenz's current company
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Coastwise Capital Group, Llc
5 roles · 26 years
Brad Saenz work experience
A career timeline built from the work history available for this profile.
Senior Operations Associate
As the Senior Operations Associate I oversaw all client onboarding communications and account setup requests. I also developed and maintained investment protocols and procedures through a wide rage of investment strategies from equities and fixed income to hedge funds and other alternative assets.
Apr 2016 - Aug 2018
Trust Operations Accountant
My role as a Trust Operations Accountant consisted of managing multiple operational controls for both securities and cash sectors. One of the controls which I created was a department training guide for both omnibus and separate client accounts. The position also entailed thorough client account analysis to identify and resolve any possible outages.
Apr 2014 - Apr 2016
Institutional Funds Service Advisor
My experience as a Institutional Funds Service Advisor involved numerous duties in cost and budget analysis areas. I was tasked to develop a program which balanced an annual budget with current service provider contracts. I also performed daily trade settlement functions as well as monthly risk analysis metrics for the institutional mutual funds. My.
Jan 2010 - Jan 2014
Operations Specialist
Nicholas Applegate
As an Operations Specialist my functions included facilitating communications between custodial banks and brokers. I also managed the operational functions in both Investment and Trade Operation functional groups. The position also allowed me to support client service functions by ensuring materials were produced in a timely and accurate manner. My.
2000 - 2007
~7 yrs
1 education record
Brad Saenz education
FAQ
Frequently asked questions about Brad Saenz
Quick answers generated from the profile data available on this page.
What company does Brad Saenz work for?
Brad Saenz works for Coastwise Capital Group, LLC.
What is Brad Saenz's role at Coastwise Capital Group, LLC?
Brad Saenz is listed as Chief Operations Officer at Coastwise Capital Group, LLC.
What is Brad Saenz's email address?
AeroLeads has found 2 work email signals at @coastwisegroup.com for Brad Saenz at Coastwise Capital Group, LLC.
Where is Brad Saenz based?
Brad Saenz is based in Carlsbad, California, United States while working with Coastwise Capital Group, LLC.
What companies has Brad Saenz worked for?
Brad Saenz has worked for Coastwise Capital Group, Llc, Coastedge Partners, Llc, Union Bank, Allianz Global Investors, and Nicholas Applegate.
Who are Brad Saenz's colleagues at Coastwise Capital Group, LLC?
Brad Saenz's colleagues at Coastwise Capital Group, LLC include Laurie Itkin.
How can I contact Brad Saenz?
You can use AeroLeads to view verified contact signals for Brad Saenz at Coastwise Capital Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Brad Saenz attend?
Brad Saenz holds Bachelor'S Degree In History from University Of South Carolina-Aiken.
What skills is Brad Saenz known for?
Brad Saenz is listed with skills including Fixed Income, Equities, Asset Management, Hedge Funds, and Investments.
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