Seaside Wealth Management

Seaside Wealth Management is a Financial Planner in Oceanside, CA, located at 6154 Innovation Way. The firm provides retirement income planning and wealth management services for individuals in their 50s and 60s, those approaching retirement, and retirees seeking structure around income, taxes, and long-term decisions.

Seaside Wealth Management has been in business for 15+ years. The firm operates as an independent wealth management firm with a vision to ensure no retiree worries about outliving their savings. Their approach coordinates income, taxes, and investments to support a retirement lasting 30 or more years. Services include investment management for long-term goals, tax planning to coordinate withdrawals and account types, retirement income solutions, and social security timing guidance. They also provide specialty planning for concentrated assets or business interests, as well as estate planning coordination alongside attorneys to align financial strategies with legacy goals. The team includes Brad and Matt Callahan.

The firm holds a 5.00 rating based on customer reviews.

Seaside Wealth Management provides coordinated retirement planning and investment management for clients in Oceanside, CA.

Seaside Wealth Management holds a Discoverability score of 100 out of 100, which ensures that AI crawlers can access every page of the website so AI assistants can recommend the firm. The business also achieves a Technical score of 96 out of 100, reflecting a secure and indexable website that search engines can read without errors. Additionally, the firm ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Oceanside.