Member Profile

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First Name Laurie
Last Name Itkin
Email Laurie@TheOptionsLady.com
Phone 858-220-4736
Street 3814 Quarter Mile Drive
City San Diego
State California
Zipcode 92130
Country United States of America
Company The Options Lady
Professional Designations CDFA, Series 65
Specialties California, determination of community vs. separate property of executive compensation such as RSUs and stock options and real estate, spousal support buyouts
Bio www.TheOptionsLady.com Laurie Itkin is a financial advisor, wealth manager, and certified divorce financial analyst (CDFA). She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Investopedia named Ms. Itkin one of the top 100 most influential financial advisors in the country. As a wealth manager at Coastwise Capital Group, which has received the annual Five Star award for "Best in Client Satisfaction" for 10 years, Ms. Itkin manages the investments of clients' brokerage, trust and retirement accounts. Through her financial consulting company, The Options Lady, she provides divorce-related financial planning and analysis to individuals and couples throughout all stages of the divorce process and has worked on over 230 divorce cases either as a financial neutral or advocate to one spouse. Ms. Itkin frequently appears as a guest expert on investing and financial aspects of divorce on television, radio and podcasts. She has been quoted in numerous publications including the New York Times, Wall Street Journal, San Diego Union Tribune, Chicago Tribune, Christian Science Monitor, U.S. News and World Reports, Parade, Redbook, and Forbes. Ms. Itkin is a national expert on women and investing and speaks at conferences and seminars throughout the country. She has a talent for communicating arcane economic and investing subjects in language that everyone can understand. She volunteers as a pro-bono financial planner for the San Diego Financial Literacy Center and as a speaker for the Second Saturday and Divorce 101 workshops. She is a member of the Association of Divorce Financial Planners (ADFP) and the Institute for Divorce Financial Analysts (IDFA). She earned her B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania.