Our Team
Team

Top talent committed to our principles, goals and clients.
Founded in 2006, Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions. Coastwise offers customized portfolios and a broad range of solutions which are carefully tailored to meet the current and evolving needs of each client.
The advisors at Coastwise have one goal in mind - to help you reach your long-term financial goals. Unlike larger firms, we spend more time with each client to understand their needs and answer any questions along the way. Our financial advice is designed to keep your mind at ease. Knowing that no two situations are the same; a customized approach allows us to adjust your portfolio at any given time to suit changes in your investment objectives or financial situation.
Meet Our Team
Associates
Complementing our key personnel is a carefully selected team of staff associates and third party professionals, charged with supporting the day to day administration of Coastwise Capital's operations.
Future Associates
Coastwise is always on the lookout for top talent. Paid and intern positions open periodically. Interested candidates should send inquiries and resumes to info@coastwisegroup.com . To find out what positions are currently available, click here.
La Jolla Office
7777 Fay Avenue Suite G5
La Jolla, CA 92037
Phone: 858-454-6670
Fax: 858-454-6695
Email: info@coastwisegroup.com