Brad Lineberger
Owner of Seaside Wealth Management | Fiduciary | Wealth Manager
- Role
- Owner at Seaside Wealth Management
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Brad Lineberger
As President and Founder of Seaside Wealth Management, Brad Lineberger has created a comprehensive wealth management firm that provides financial planning for individuals, families and small businesses. Brad helps his clients in clarifying their goals, navigating the issues that impact their finances and in creating financial peace for their future in retirement.Brad has served on the Board of the San Diego Financial Planning Association and chaired the Programs Committee. He is dedicated to promoting financial literacy in the community and has a passion for teaching and helping others succeed. He frequently volunteers his time and has taught numerous financial classes and workshops at Mira Costa College, San Dieguito Adult School and San Diego City College as well as other local non-profits. He is a former Board Member of the Carlsbad Education Foundation and is also a former member of the All Things Financial Committee at his church. Brad has served as Vice President of the UCLA Club of San Diego as well as on the Board of the Magdalena Ecke Family YMCA.Brad lives in Carlsbad with his wife, Vanessa, and their four children, Luke, Jake, Rebecca and Kate. When not working, Brad enjoys spending time outdoors with his family and coaching his kids sports teams.Specialties: Wealth Coaching, Retirement Income Planning, Estate Planning, Life Insurance, Education Planning, 401K Rollover, Cash Management, Business Owner Exit StrategiesCA insurance License
Experience
Owner
Jan 2011 — Present · Carlsbad, CA, US
Seaside Wealth Management is an independent firm that offers tailored wealth management solutions and personalized financial services for individuals, families, and businesses across Southern California. We set ourselves apart from other wealth managers through our aggressive and dedicated client service model, where each of our clients feels like family. And like family, our goal is to help each of our clients achieve financial independence and peace of mindServices offered through Seaside Wealth Management, Inc, a Registered Investment Adviser.Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPCHeadquartered at 18 Corporate Woods Blvd, Albany, NY 12211Purshe Kaplan Sterling Investments and Seaside Wealth Management are not affiliated companiesAll third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.
Education
UCLA
BA, History with a Specialization in Business Administration
1995 — 1999
The American College of Financial Services
CFP®, Financial Planning and Services
2014 — 2016
Skills
- Financial Advisory
- Investments
- Retirement Planning
- Financial Planners
- Insurance
- Wealth Management Services
- Financial Analysis
- Asset Managment
- Asset Management
- Retirement
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Leadership
- Finance
- Financial Services
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