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Laurie Itkin

Financial Advisor, Speaker and Author

theoptionslady.com
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My name is Laurie Itkin and I'm not your typical financial advisor. I became a wealth manager as a second career only after I had successfully built my own wealth through investing. Unlike other financial advisors, I don't just collect a fee. I also teach you skills and strategies to grow and manage your own money. That way you'll never feel dependent on another person for your financial security.

 

My journey started at age 24 when I received a $1,600 inheritance from my grandmother. Instead of spending it on clothes and shoes, I bought stock. By the time I turned 40, I had built a million dollar portfolio. To get there, I made deliberate choices on how I spent, saved, and invested the money I earned. I share my wisdom in my Amazon Best Seller, Every Woman Should Know Her Options: Invest Your Way To Financial Empowerment

 

Unlike wealth managers who won't accept you as a client unless you are already a millionaire, I believe the level of your net worth should not be a gating factor. As a financial advisor at Coastwise Capital Group, I can be your money manager if you have at least $200,000 in investable assets. And if you don't, I can coach you to become your own money manager through the services I offer as The Options Lady.

 

I have appeared on Fox News, am a frequent guest on San Diego news channels, and have been quoted in a variety of online financial publications including Wall Street Journal's MarketWatch, MSN Money, and Investor's Business Daily. I hold a B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania. 

 

I encourage you to learn more about me by checking out my services, book, educational events, and speaker page.

Latest

  1. How to Double $5,000 in 10 Years

    The secret to making your money grow. READ MORE

  2. The Smart Decision That Earned This Woman $130,000

    You’ve heard this advice before: “Don’t use your 401(k) as a piggy bank.” But according to Fidelity, the largest administrator of 401(k) plans, 35 ... READ MORE

  3. The Decision That Helped Make Me a Millionaire

    Like any typical child, my mother received an allowance from her father. But unlike a typical child, she received that allowance into her 60’s. He ... READ MORE

  4. Does Supporting Women-Led Companies Mean Sacrificing Returns?

    Can a compelling argument be made for sacrificing returns in order to support companies that advance women's leadership? We shall soon see with the... READ MORE

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