SEASIDEWEALTH.COM

Seaside Wealth Management - Advisor Website

Brad Lineberger, CWS, CFS. James Conole, CWS. Carlsbad, CA 92008. See Where You're Going. We provide you with an in-depth look at your current financial position, so you know where your financial choices may be taking you. Get Answers Wherever You Are. We provide answers to your financial questions whenever you want, from wherever you are. Small Changes Can Have a Big Impact. Our financial expertise and innovative technology can help you make your financial picture look better. War For Your Wallet.

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CONTACTS AT SEASIDEWEALTH.COM

Bradley J Lineberger

1537 L●●●●●●ake Ct

Ca●●ff , CA, 92007

US

(760●●●●2429

br●●●●●●●●●●●●@yahoo.com

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Bradley J Lineberger

1537 L●●●●●●ake Ct

Ca●●ff , CA, 92007

US

(760●●●●2429

br●●●●●●●●●●●●@yahoo.com

View this contact

Bradley J Lineberger

1537 L●●●●●●ake Ct

Ca●●ff , CA, 92007

US

(760●●●●2429

201●●●-28

br●●●●●●●●●●●●@yahoo.com

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Seaside Wealth Management - Advisor Website | seasidewealth.com Reviews

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Brad Lineberger, CWS, CFS. James Conole, CWS. Carlsbad, CA 92008. See Where You're Going. We provide you with an in-depth look at your current financial position, so you know where your financial choices may be taking you. Get Answers Wherever You Are. We provide answers to your financial questions whenever you want, from wherever you are. Small Changes Can Have a Big Impact. Our financial expertise and innovative technology can help you make your financial picture look better. War For Your Wallet.

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1 about us

2 our team

3 vanessa lineberger

4 sue armstrong

5 our process

6 our system

7 resources

8 weekly commentary

9 calendar

10 financial edu

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Seaside Wealth Management - Advisor Website | seasidewealth.com Reviews

https://seasidewealth.com

Brad Lineberger, CWS, CFS. James Conole, CWS. Carlsbad, CA 92008. See Where You're Going. We provide you with an in-depth look at your current financial position, so you know where your financial choices may be taking you. Get Answers Wherever You Are. We provide answers to your financial questions whenever you want, from wherever you are. Small Changes Can Have a Big Impact. Our financial expertise and innovative technology can help you make your financial picture look better. War For Your Wallet.

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seasidewealth.com

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Calendar - Seaside Wealth Management

http://www.seasidewealth.com/resources/calendar

Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS. September 29 – Social Security Strategies @ Dove Library. 6pm – 8:30pm. Seaside Wealth Management invites you to attend this event designed to help you understand the role that Social Security benefits can and should play in your overall retirement income plan and how to maximize those benefits. Brad Lineberger’s presentation will enable you to. Discover optimal strategies for collecting Social Security benefits. Light refreshments will be served.

2

Our Process - Seaside Wealth Management

http://www.seasidewealth.com/process

Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS. Our planning process can help you pursue your financial dreams. Identify and Prioritize Your Goals. First, we start by helping you to identify and prioritize your goals. If you have a partner, we work with the both of you to make sure your financial goals are in alignment. Next, we analyze and evaluate where you are today relative to your goals. During this stage of the process we evaluate:. Strategize and Develop a Plan. Optimize Your Cash Flow.

3

Sue Armstrong - Seaside Wealth Management

http://www.seasidewealth.com/team_member/sue-armstrong

Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS. We are pleased to welcome Sue Armstrong as the newest member of the Seaside Wealth Management Team. Sue grew up in Orange County, graduated with a Bachelor’s of Business Administration from the University of San Diego and worked in the Bay Area at CDA Investment Technologies and Morgan Stanley and Co., Incorporated. 6154 Innovation Way, Carlsbad, CA 92009. Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS. War For Your Wallet.

4

James Conole, CWS - Seaside Wealth Management

http://www.seasidewealth.com/team_member/james-conole

Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS. James Conole, CWS. James, a lifetime resident of North-County San Diego, has just one goal for his clients the freedom to truly enjoy everything they’ve worked so hard to earn. By helping them coordinate their finances and relieving the burden of managing it all, he strives to help people from all walks of life achieve the financial futures they’ve imagined. 6154 Innovation Way, Carlsbad, CA 92009. Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS.

5

Vanessa Lineberger - Seaside Wealth Management

http://www.seasidewealth.com/team_member/vanessa-lineberger

Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS. Director of Client Relations. 6154 Innovation Way, Carlsbad, CA 92009. Brad Lineberger, ChFC , CWS, CFS. James Conole, CWS. War For Your Wallet. Compliance number: #AC01- 0098D.

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Seaside Wealth Management - Advisor Website

Brad Lineberger, CWS, CFS. James Conole, CWS. Carlsbad, CA 92008. See Where You're Going. We provide you with an in-depth look at your current financial position, so you know where your financial choices may be taking you. Get Answers Wherever You Are. We provide answers to your financial questions whenever you want, from wherever you are. Small Changes Can Have a Big Impact. Our financial expertise and innovative technology can help you make your financial picture look better. War For Your Wallet.

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