Seaside Wealth Management - Carlsbad, California

Marcie M.

My husband and I are so happy that we turned our investment planning over to Brad Lineberger with Seaside Wealth. Brad took the time to get to know us personally and crafted a portfolio that meets our needs and objectives. He regularly reviews our goals with us to discuss additional strategies that can help ensure our long term financial success. Seaside Wealth provides information to its clients on a wide range of topics too; not just what's happening in the market. We highly recommend Brad and Seaside Wealth Management.

Jann M.

Matt Callahan did a superior job explaining my financial portfolio. I feel very confident about my financial future. The Seaside team is very professional, and knowledgeable. I am very happy to have Matt and the Seaside team. I highly recommend them.

Nikki N.

One of the best teams in the business. Professional, friendly, and easy to work with. They care about doing things right and it shows in the way they show up for the people they serve.

Patrick O.

I’ve had the pleasure of working with Brad and team for quite some time, and I can confidently say that they are exceptional. They provide consistently straightforward advice. They never sell me anything and always prioritize my best interests.They explain complex concepts clearly, ensuring I understand every decision we make. Brad is never focusing on short-term gains, always emphasizing long-term financial health. This approach has helped me navigate various life stages with confidence. Brad and team alway tailor recommendations to my unique circumstances, considering my goals, risk tolerance, and preferences. Last but not least the team are aways available whenever I have questions or need assistance.
I highly recommend Seaside Wealth Management to anyone seeking reliable, transparent, and personalized financial guidance. They’ve been an invaluable partner in my financial journey.

Julio M.

Yearly reviews with Seaside Wealth Management are valuable and encouraging. Brad and his team are professional and caring. Brad takes the time to value us as customers and is a true Fiduciary. I highly recommend his services to anyone looking for financial guidance with a caring touch! My wife and I feel we are in good hands and we trust he gives us honest and sound investment advice and peace of mind.

Jeff F.

Brad Lineberger and his team at Seaside Wealth Manager have been our financial advisors for a number of years. My wife Elaine and I are very happy with Brad's services and have recommended him to a number of friends and relatives.

He contacts us regularly and has always been available to us when we need help. Over time we have met personally in his office, we've had telephone meetings, and we've had Zoom sessions -- whatever format works best for us at the time. After our meetings Brad has done an excellent job os follow-up and doesn't lose sight of his "to-dos" or ours.

In our estimation the most important qualities for a financial advisor are integrity, dedication, and communication skills. Brad is excellent in all of these areas. As a result we have three generations of our family happily working with Brad and the Seaside team.

John D.

Working with Matt Callahan and Seaside Wealth is a real pleasure. He is very proactive and keeps our investment decision making sound and stable. He keeps the balance of risk vs reward appropriate in his recommendations considering we are 65 and older. The information systems are first class and Matt's use of same excellent. I highly recommend Seaside Wealth.

Christian M.

Seaside has been a great fit for me and my wife. As we navigated retirement and finances, the team at Seaside were knowledgeable, kind, articulate, and helped me understand how our financial goals played out over the long run. We are grateful for the personal touch Matt, and the whole team applies. We believe they are genuine, and that they sincerely care about our well being and peace of mind. We look forward to working with Seaside Wealth Management for decades to come .