Laurie Itkin

CDFA, Series 65
Retirement, Investing, Lifestage Based Planning
84%
Helpful
39
Answers
4
Articles
18
Followers
“As a financial advisor, certified divorce financial analyst, author, and speaker, Laurie Itkin's specialties include wealth management, investment education, options strategies, and divorce financial analysis and planning.”
Firm:

Coastwise Capital Group

Job Title:

Financial Advisor

Biography:

Laurie Itkin is a financial advisor and wealth manager at Coastwise Capital Group, an award-winning boutique money management firm in La Jolla, California, where she serves clients throughout the country. Through her separate company, The Options Lady, she serves as a Certified Divorce Financial Analyst (CDFA) and provides analysis of the financial and tax impacts of proposed settlement options being considered by divorcing couples.

Laurie is often quoted in the press and regularly appears as a personal finance and investment expert on television and radio. Her book, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment, became an Amazon best-seller in three categories. She has a talent for communicating arcane economic and investing subjects in language that everyone can understand and has a passion for educating and empowering women to become successful investors. Laurie volunteers as a pro-bono financial planner for the San Diego Financial Literacy Center and as a mentor to women launching new businesses through Hera Labs' business accelerator. 

Laurie received a B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania. Laurie lives in San Diego and enjoys playing squash and pickleball and practicing yoga.

Education:

BS, Economics/Finance, University of Pennsylvania

Assets Under Management:

$54 million

Fee Structure:

Fee-Only

CRD Number:

6143630

Disclaimer:

Nothing contained in this publication or any answer provided is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Investment advisory services provided by Coastwise Capital Group, LLC, a California registered investment advisor. For more information visit http://www.coastwisegroup.com.

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    Marriage / Divorce, Real Estate, Women & Money
March 2017
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December 2016

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    Banking, Investing
Where should I invest a large sum of money?
63% of people found this answer helpful

I agree with the answers the other three advisors gave. I do want to emphasize that if you want the money to grow over time, earning "interest" in today's low interest rate environment could be quite frustrating. I encourage you to learn about dividend-paying stocks, real estate investment trusts (REITs), and corporate and government bonds. These securities carry more risk than a CD or high-yield savings account but without risk you can't grow your money. 

The bottom line is you need to determine when you might need to access these funds and what you plan to use the funds for. If you plan to use the money for a down payment on a house in the next 12-months, for example, than you want to keep the money liquid. 

If you are receiving a potentially life-changing amount of money, then it is worth your while to interview a couple of financial advisors who can help you invest the money wisely.

September 2016
    Investing
How can I invest my money and get a steady 8-12% return?
63% of people found this answer helpful
August 2016
    Investing
What is a good hedging strategy for the upcoming election?
60% of people found this answer helpful
August 2016
    Investing, Mutual Funds
What are the advantages and disadvantages of mutual funds?
60% of people found this answer helpful
August 2016
    Financial Planning, Personal Finance
What should I do with my left over money per month?
60% of people found this answer helpful
August 2016