Laurie Itkin Email & Phone Number

Greater San Diego Area

I provide divorce financial analysis and planning to individuals and couples for all stages of the divorce process. I have worked on more than 350 divorce cases, primarily in California. I determine income available for child and spousal support, calculate the community property portion of equity compensation including RSUs and stock options, perform Moore-Marsden analyses to determine the community's interest in real estate, trace separate property in retirement accounts, and estimate… Show more I provide divorce financial analysis and planning to individuals and couples for all stages of the divorce process. I have worked on more than 350 divorce cases, primarily in California. I determine income available for child and spousal support, calculate the community property portion of equity compensation including RSUs and stock options, perform Moore-Marsden analyses to determine the community's interest in real estate, trace separate property in retirement accounts, and estimate after-tax values of assets so parties can negotiate a fair division of property. I either work as a neutral for a couple in mediation or serve as an advocate to one party in mediation or litigation. More information is provided at https://www.theoptionslady.com/divorce-financial-analysis.I am a member of the Institute for Divorce Financial Analysts (IDFA™) which is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. A CDFA professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.I also serve on the Board of Directors of the Association of Divorce Financial Planners (ADFP). Show less

Greater San Diego Area

I manage investment and retirement portfolios as a financial advisor with Coastwise Capital Group. Coastwise has been recognized as a Five Star Wealth Manager for ten years.Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Account types include individual, retirement, and trust. Clients' accounts are custodied at Schwab. Coastwise utilizes a combination of stocks, ETFs, and fixed income… Show more I manage investment and retirement portfolios as a financial advisor with Coastwise Capital Group. Coastwise has been recognized as a Five Star Wealth Manager for ten years.Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Account types include individual, retirement, and trust. Clients' accounts are custodied at Schwab. Coastwise utilizes a combination of stocks, ETFs, and fixed income to achieve each client’s individual financial goals. Some clients ask us to employ options strategies such as writing covered calls or selling put options to increase income, reduce volatility, and provide downside protection on individual stocks or across an entire portfolio. Show less

The year it was published, Every Woman Should Know Her Options reached bestseller status in three Amazon categories: 1) Introduction to Investing; 2) Stock Market Investing; and 3) Options Trading. Based on 84 Amazon reviews, the book has a 4.5 out of 5 average rating. Growing up with a twice-divorced mother who could not financially support herself and her children, Laurie Itkin vowed to do whatever it would take to become financially independent.At 24, Itkin received a $1,600… Show more The year it was published, Every Woman Should Know Her Options reached bestseller status in three Amazon categories: 1) Introduction to Investing; 2) Stock Market Investing; and 3) Options Trading. Based on 84 Amazon reviews, the book has a 4.5 out of 5 average rating. Growing up with a twice-divorced mother who could not financially support herself and her children, Laurie Itkin vowed to do whatever it would take to become financially independent.At 24, Itkin received a $1,600 inheritance from her grandmother. Instead of spending it on clothes and shoes, she bought 40 shares of Starbucks. In Every Woman Should Know Her Options, Itkin outlines the steps she took to build a million-dollar stock portfolio before she turned 40.Filled with easy-to-understand examples and women's stories of wealth-building challenges and successes, Itkin's advice shows you how to take your hard-earned money and grow it in the stock market using options to reduce risk. Whether you hire a financial advisor to manage your money or manage it yourself, this book will put you on the path to financial empowerment. To read reviews or to order a copy go to www.theoptionslady.com/book. Show less

"Stock, Restricted Stock, and Stock Options in Settlement Agreements: Addressing the Challenges of Property Division, Income Available for Support, and Taxation" (Southern California Mediation Association, June 2019)"To Sell or Not to Sell: That is the Question" (Southern California Mediation Association, June 2019)"60-Min Investing Boot Camp" (Wix, May 2019)"Make 2019 the Best Year for Your Money" (Herdacity, January 2019)"Be Your Own Chief Financial Officer"… Show more "Stock, Restricted Stock, and Stock Options in Settlement Agreements: Addressing the Challenges of Property Division, Income Available for Support, and Taxation" (Southern California Mediation Association, June 2019)"To Sell or Not to Sell: That is the Question" (Southern California Mediation Association, June 2019)"60-Min Investing Boot Camp" (Wix, May 2019)"Make 2019 the Best Year for Your Money" (Herdacity, January 2019)"Be Your Own Chief Financial Officer" (Daybreak Games, November 2018)"Mediator Mishaps: Avoid the Nightmares and Sleep Easy" (Academy of Professional Family Mediators, October 2018)"Til Debt Do Us Part" (San Diego Mesa College, September 2018)"Get Paid to Wait to Sell Stocks at a Higher Price" (Women in Trading, July 2018)"Don't Miss Crucial Issues When Drafting a Settlement Agreement (Southern California Mediation Association, June 2018)"Build Wealth and Leverage the New Tax Law" (Women in Technology, March 2018)"Helping Clients Transition Financially Through Divorce" (Institute for Challenging Disorganization, January 2018)"Pay Less Taxes and Boost Retirement Savings" (Women in Titanium, December 2017)"Invest Your Way to Financial Empowerment" (IEEE Women in Engineering, April 2015) "Every Woman Should Know Her Options" (TD Ameritrade, October 2014)"Making the Most Out of Your 401(k)" (Freedom Voice, July 2014)"Get Paid to Wait to Buy Stock on Sale" (Taiwanese American Professionals, July 2014)"Covered Calls and Short Put Strategies" (All Stars of Options Trading, September 2014)"Invest Your Way to Financial Empowerment" (National Association of Professional Women, April 2014)"You Work Hard for Your Money" (Opera Solutions, May 2013) Show less

If you are recently-divorced or going through a divorce, you may share the #1 fear of divorced women, which is the fear of running out of money. You might ask yourself, "How will the same income that used to support one household now support two?"Even divorces that aren't financially devastating often result in a decrease in a woman's standard of living. Do you wonder if you're earning enough, saving enough, or investing enough? You're probably worrying enough!Without a plan to… Show more If you are recently-divorced or going through a divorce, you may share the #1 fear of divorced women, which is the fear of running out of money. You might ask yourself, "How will the same income that used to support one household now support two?"Even divorces that aren't financially devastating often result in a decrease in a woman's standard of living. Do you wonder if you're earning enough, saving enough, or investing enough? You're probably worrying enough!Without a plan to increase income and/or reduce expenses, and without deliberate action to make the money you save grow over time by investing it, there is a strong possibility that you may outlive your money.For a summary of the course visit www.theoptionslady.com/course. Show less

Greater San Diego Area

Bs Economics, Finance

Activities and Societies: Phi Sigma Sigma Sorority, Student Credit Union, Wharton Women

Education record