As President and Founder of Seaside Wealth Management, Brad Lineberger has created a comprehensive wealth management firm that provides financial planning for individuals, families and small businesses. Brad helps his clients in clarifying their goals, navigating the issues that impact their finances and in creating financial peace for their future in retirement. Brad has served on the Board of the San Diego Financial Planning Association and chaired the Programs Committee. He is dedicated to promoting financial literacy in the community and has a passion for teaching and helping others succeed. He frequently volunteers his time and has taught numerous financial classes and workshops at M

Brad Lineberger
Owner, President and Founder
Seaside Wealth Management
United States, California, Carlsbad
About Me
Profile Information
Owner, President and Founder
Seaside Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Carlsbad
California
United States
Jan 12, 2025
Keylinks
More profiles to browse
Allan Mckendrick
Wealth Manager & Financial Advisor
You Might Like
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management