Laurie Itkin
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Laurie Itkin Email & Phone Number

Certified Divorce Financial Analyst (CDFA) and Financial Advisor at Coastwise Capital Group, LLC
Location: San Diego, California, United States 7 work roles 2 schools
1 work email found @att.com 12 phones found area 858, 202, 503, and 913 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 12 phones

Work email l****@att.com
Direct phone (858) ***-****
LinkedIn Profile matched
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Current company
Coastwise Capital Group, LLC
Role
Certified Divorce Financial Analyst (CDFA) and Financial Advisor
Location
San Diego, California, United States
Company size
5 employees

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Laurie Itkin is listed as Certified Divorce Financial Analyst (CDFA) and Financial Advisor at Coastwise Capital Group, LLC, a company with 5 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at att.com, phone signal with area code 858, 202, 503, 913, and a matched LinkedIn profile for Laurie Itkin.

Laurie Itkin previously worked as Certified Divorce Financial Analyst (CDFA) and Divorce Financial Planner at The Options Lady and Financial Adviser and Wealth Manager at Coastwise Capital Group, Llc. Laurie Itkin holds Bs Economics, Finance from Wharton School, University Of Pennsylvania.

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{first}.{last}@att.com
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Profile bio

About Laurie Itkin

Laurie Itkin is a financial advisor, divorce financial planner, certified divorce financial analyst (CDFA), author and speaker. Her website is www.TheOptionsLady.com.Financial Advisor and Wealth ManagerAt Coastwise Capital Group, Laurie builds and manages brokerage, trust, and individual retirement accounts for her clients using stocks, exchange-traded funds, and income-generating and risk-reducing options strategies. For clients who prefer to manage their own portfolios or have modest assets, she provides affordable one-on-one investment education and advice for beginning and experienced investors. For more information visit www.theoptionslady.com.Investopedia named Laurie one of the top 100 most influential advisors.Certified Divorce Financial Analyst (CDFA) and Divorce Financial PlannerLaurie is a member of the Association of Divorce Financial Planners (ADFP), holds the CDFA designation and has specialized knowledge regarding the financial and tax impacts of divorce. Using Family Law Software, she analyzes data encompassing income, expenses, assets and liabilities to assists individuals, couples, attorneys and mediators in forecasting the short and long-term financial and tax impacts of proposed settlement options. For more information visit www.theoptionslady.com.For separated and recently-divorced women who want to learn to thrive financially after divorce, The Options Lady offers an affordable, online course called, "The Woman's Guide to Financial Independence After Divorce." For more information visit www.theoptionslady.com/course.Author/WriterLaurie is the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. She has written for DailyWorth, Daily Finance, and Wharton Magazine. SpeakerIn addition to being a guest speaker at companies, conferences, trade association meetings, and special events, Laurie appears regularly on San Diego's Fox 5 News as their investing and personal financial expert.

Listed skills include Strategy, Start Ups, Public Speaking, Government, and 45 others.

Current workplace

Laurie Itkin's current company

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Coastwise Capital Group, LLC
Coastwise Capital Group, Llc
Certified Divorce Financial Analyst (CDFA) and Financial Advisor
la jolla, california, united states
Website
coastwisegroup.com
Employees
5
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7 roles · 26 years

Laurie Itkin work experience

A career timeline built from the work history available for this profile.

Certified Divorce Financial Analyst (Cdfa) And Divorce Financial Planner

Current
The Options Lady

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.

Jan 2016 - Present

Financial Adviser And Wealth Manager

Current
Coastwise Capital Group, Llc

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.

Nov 2012 - Present

Best-Selling Author

Current
Every Woman Should Know Her Options: Invest Your Way To Financial Empowerment

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.

Feb 2014 - Present

Speaker

Current
Personal Finance, Investing And Divorce

"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.

Jan 2014 - Present

Online Course Creator

Current
Woman'S Guide To Financial Independence After Divorce

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..

Jun 2017 - Present

Director, Gov'T Affairs

Cricket Wireless

Greater San Diego Area

2000 - 2009 ~9 yrs
2 education records

Laurie Itkin education

Education record

Taylor Allderdice High School
FAQ

Frequently asked questions about Laurie Itkin

Quick answers generated from the profile data available on this page.

What company does Laurie Itkin work for?

Laurie Itkin works for Coastwise Capital Group, LLC.

What is Laurie Itkin's role at Coastwise Capital Group, LLC?

Laurie Itkin is listed as Certified Divorce Financial Analyst (CDFA) and Financial Advisor at Coastwise Capital Group, LLC.

What is Laurie Itkin's email address?

AeroLeads has found 1 work email signal at @att.com for Laurie Itkin at Coastwise Capital Group, LLC.

What is Laurie Itkin's phone number?

AeroLeads has found 12 phone signal(s) with area code 858, 202, 503, 913 for Laurie Itkin at Coastwise Capital Group, LLC.

Where is Laurie Itkin based?

Laurie Itkin is based in San Diego, California, United States while working with Coastwise Capital Group, LLC.

What companies has Laurie Itkin worked for?

Laurie Itkin has worked for The Options Lady, Coastwise Capital Group, Llc, Association Of Divorce Financial Planners, Every Woman Should Know Her Options: Invest Your Way To Financial Empowerment, and Personal Finance, Investing And Divorce.

Who are Laurie Itkin's colleagues at Coastwise Capital Group, LLC?

Laurie Itkin's colleagues at Coastwise Capital Group, LLC include Brad Saenz.

How can I contact Laurie Itkin?

You can use AeroLeads to view verified contact signals for Laurie Itkin at Coastwise Capital Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Laurie Itkin attend?

Laurie Itkin holds Bs Economics, Finance from Wharton School, University Of Pennsylvania.

What skills is Laurie Itkin known for?

Laurie Itkin is listed with skills including Strategy, Start Ups, Public Speaking, Government, Mergers And Acquisitions, Investments, Management, and Media Relations.

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