Seaside Wealth Management - Carlsbad, California

Jann MacCollam

Matt Callahan did a superior job explaining my financial portfolio. I feel very confident about my financial future. The Seaside team is very professional, and knowledgeable. I am very happy to have Matt and the Seaside team. I highly recommend them.

John DeNizio

Working with Matt Callahan and Seaside Wealth is a real pleasure. He is very proactive and keeps our investment decision making sound and stable. He keeps the balance of risk vs reward appropriate in his recommendations considering we are 65 and older. The information systems are first class and Matt's use of same excellent. I highly recommend Seaside Wealth.

Hector Gannon

Seaside Wealth our financial planning provider partners, friends, family are simply stated " Our go to " compass when it comes to financial planning and investing all the way through to deployment of our family wealth both short term and long term! They have been with us from the beginning of our journey and will be with us through our legacy!

Shishir Sinha

Working with Matt has been a fantastic experience for my wife and I. Brad and his team are incredibly knowledgeable and always willing to help. I would highly recommend them to anyone needing financial planning advice.

Julio Monroy

Yearly reviews with Seaside Wealth Management are valuable and encouraging. Brad and his team are professional and caring. Brad takes the time to value us as customers and is a true Fiduciary. I highly recommend his services to anyone looking for financial guidance with a caring touch! My wife and I feel we are in good hands and we trust he gives us honest and sound investment advice and peace of mind.

rebecca adimari

We've worked with Brad LIneberger since 2010 and we retired in 2017. He handles our Retirement accounts and soon we will open an individual brokerage account.

Under his management of our accounts our furture needs are fully funded and our mortgage will be paid off soon. The mortgage payments will go into the individual brokerage account.

We enjoy Brad and his staff during our annual planning and review meetings. We recommend Seaside Wealth Management highly.

Patrick O'Keeffe

I’ve had the pleasure of working with Brad and team for quite some time, and I can confidently say that they are exceptional. They provide consistently straightforward advice. They never sell me anything and always prioritize my best interests.They explain complex concepts clearly, ensuring I understand every decision we make. Brad is never focusing on short-term gains, always emphasizing long-term financial health. This approach has helped me navigate various life stages with confidence. Brad and team alway tailor recommendations to my unique circumstances, considering my goals, risk tolerance, and preferences. Last but not least the team are aways available whenever I have questions or need assistance.
I highly recommend Seaside Wealth Management to anyone seeking reliable, transparent, and personalized financial guidance. They’ve been an invaluable partner in my financial journey.

Jeff Forman

Brad Lineberger and his team at Seaside Wealth Manager have been our financial advisors for a number of years. My wife Elaine and I are very happy with Brad's services and have recommended him to a number of friends and relatives.

He contacts us regularly and has always been available to us when we need help. Over time we have met personally in his office, we've had telephone meetings, and we've had Zoom sessions -- whatever format works best for us at the time. After our meetings Brad has done an excellent job os follow-up and doesn't lose sight of his "to-dos" or ours.

In our estimation the most important qualities for a financial advisor are integrity, dedication, and communication skills. Brad is excellent in all of these areas. As a result we have three generations of our family happily working with Brad and the Seaside team.