Investment Management of Brokerage and Retirement Accounts
One-on-One Investment Education and Coaching
Financial Analysis/Planning Before and During Divorce
Investment management for brokerage, trust, and retirement accounts for a fee based on percentage of assets under management. Specialties in stocks, ETFs, and conservative option strategies. Financial advice charged by the hour also available.
Financial analysis and support for individuals and couples contemplating divorce or already engaged in settlement negotiations. Hired as a financial neutral for a couple or a financial advocate for one spouse.
Online course for women:
Self-paced online course for separated and divorced women who want to develop awareness and skills to become financially savvy and independent. Ideal for women who are worried about the financial transition from married to single life.
Laurie Itkin is a financial advisor, wealth manager, and certified divorce financial analyst (CDFA). She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Investopedia named Ms. Itkin one of the top 100 most influential financial advisors in the country.
As a wealth manager at Coastwise Capital Group, which has received the annual Five Star award for "Best in Client Satisfaction" for the past seven years, Ms. Itkin manages the investments of clients' brokerage, trust and retirement accounts. Through her financial consulting company, The Options Lady, she provides divorce-related financial planning and analysis to individuals and couples throughout all stages of the divorce process.
Ms. Itkin frequently appears as a guest expert on investing and personal finance on television, radio and podcasts. She has been quoted in numerous publications including the San Diego Union Tribune, Chicago Tribune, U.S. News and World Reports, and Forbes. She was also a contributing writer for AOL's Daily Finance.
Ms. Itkin is a national expert on women and investing and speaks at conferences and seminars throughout the country. She has a talent for communicating arcane economic and investing subjects in language that everyone can understand. She volunteers as a pro-bono financial planner for the San Diego Financial Literacy Center and mentors women launching new businesses as a board member for Hera Labs' Business Accelerator. She earned her B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania.