This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
The Options Lady
- Legal
- San Diego, CA
About this business
My name is Laurie Itkin and I offer two services: 1) divorce financial planning as a certified divorce financial analyst (CDFA); and 2) investment management as a financial advisor with Coastwise Capital Group. DIVORCE FINANCIAL ANALYSIS: Help clients understand the long-term financial and tax implications of proposed settlement options including property division and child and spousal support. Services include valuing community v.s. separate property, determining income available for support, and preparing options to divide... read more
Location details
3814 Quarter Mile Dr, San Diego, CA, 92130, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:30 p.m. | |
| Tue | 9:00 a.m. to 6:30 p.m. | |
| Wed | 9:00 a.m. to 6:30 p.m. | |
| Thu | 9:00 a.m. to 6:30 p.m. | |
| Fri | 9:00 a.m. to 6:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Working with Laurie during our divorce was truly a gift. Navigating the financial side of things felt overwhelming at first, but Laurie made the entire process feel manageable, fair, and even easy. Her patience, clear guidance, and sound advice helped us move through a very emotional transition with confidence and clarity. Thanks to her support, we were able to reach decisions that worked well for everyone involved—and we’re all doing really well now because of it. I’m so grateful for her help and highly recommend her to any... read more
I will recommend Laurie as with 100% confidence. She is always quick to response, honest, and very dedicated. Not only was she well-experienced and knowledgeable, but also she was respectful and caring. I felt that she truly cared about what is best for me and I am so grateful for that. Thank you, Laurie.
Laurie went above and beyond for me. She knows her stuff, is so detailed and very skilled at explaining financial concepts. Would give her 10 stars if I could.
Laurie is a fantastic resource for anyone moving through the complicated process of divorce. She is clear, insightful and shares a ton of resources.
I cannot recommend Laurie highly enough for anyone navigating the financial complexities of divorce. Thanks to her expertise, I was able to work through the challenging financial details with clarity and confidence. Laurie's professionalism, combined with her warmth and compassion, made an incredibly stressful time much more manageable and reassuring. I deeply appreciated her thoughtful advice and steadfast support throughout the process. Working with a Certified Divorce Financial Analyst like Laurie is an excellent step bef... read more
Frequently asked questions about The Options Lady
How is The Options Lady rated?
The Options Lady has a 5 star rating with 54 reviews.
When is The Options Lady open?
The Options Lady is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com