Team

Top talent committed to our principles, goals and clients.

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

Scott G. Kyle

Scott G. Kyle

Chief Executive Officer - Chief Investment Officer

Patrick Fischer

Patrick Fischer

Financial Advisor - Portfolio Manager

Laurie Itkin

Laurie Itkin

Financial Advisor - Portfolio Manager

Brad Saenz

Brad Saenz

Chief Operations Officer - Financial Advisor

Trystan Cleaver

Trystan Cleaver

Operations & Marketing Manager

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

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