Taking a team-based approach to wealth management
At Seaside Wealth Management, our mission – in fact, our passion – is to provide superior personal service and outstanding financial planning for our clients. Our clients understand the value of independent investment advice.
Guided by our core values, we provide clarity, insight, and partnership so you can achieve your goals and have financial peace.
As President and Founder of Seaside Wealth Management, Brad Lineberger has created a unique, comprehensive wealth management firm that provides unbiased guidance and robust 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. Read More
Director of Financial Planning
Jeran Van Alfen is Director of Financial Planning and a lead financial planner at Seaside Wealth Management. He began his career in financial services in 2004 with a desire to help people make the best possible financial decisions for their families and their businesses. With over a decade of experience, he has worked in various areas of the financial industry and brings a comprehensive base of knowledge to the Seaside Wealth process. Read More
Eron Reyes is a Portfolio Manager at Seaside Wealth Management, an independent, fee-only registered investment advisor. Eron began his career in the financial services industry in 2010. Prior to joining Seaside, Eron was an Investment Management Specialist within Wells Fargo Private Bank managing custom investment portfolios for high net worth clients. He has also held positions at Charles Schwab & Co. and a leading Registered Investment Advisory firm in San Diego. He holds the Chartered Financial Analyst® (CFA) designation. Read More
Client Service Associate
Vanessa Currie is a Client Service Associate at Seaside Wealth Management. Vanessa assists clients with opening new accounts, check deposits and account documentation, scheduling, and day to day client correspondence. She takes pride in getting to know all of the wonderful people who we serve. Prior to joining Seaside Wealth Management, she worked in City Planning and Environmental Consulting in Encinitas. Read More
Tina Vieregg is a financial planner at Seaside Wealth Management. She leverages her industry experience and technology background to ensure that financial plans and client engagement are optimal. What Tina enjoys most about her job is meeting the changing needs and goals of our clients. Read More
Operations and Client Service
Kate Doremus is in charge of Operations and Client Service at Seaside Wealth Management. She started her career in the financial services industry at DA Davidson. Kate worked alongside a team of financial advisors and assisted with servicing their client’s accounts. Read More
Al McKendrick is a Financial Advisor at Seaside Wealth Management. Al has been in the business for 56 years, and earned his CFP® designation in 1995. Al loves being “on the same side of the table” as his clients. Becoming a fee only advisor many years ago has been very rewarding. He is passionate about helping his clients find peace with their finances. Read More
Our Core Values
We are committed to understanding what is most important to you personally and financially, so we can work in close partnership to help you get from where you are today to where you want to be years, even decades from now. This is why we focus on building long-term relationships with every client.
We believe that the advice you receive should never be compromised. As independent financial advisors, we have an ethical and legal duty to put our clients first. We also believe it is important to treat every client the way we want to be treated.
As your situation changes and evolves, we communicate with you regularly to make sure your plan keeps pace and stays on track. We pride ourselves on being responsive and proactive with phone calls, emails, in-person reviews and educational events.
We are committed to constantly improving. Our goal is to provide you with the absolute best financial planning and client experience possible.
Clarity | Insight | Partnership
We provide you with clarity, helping you understand the things you should plan for, the things you should be concerned about and the things that you shouldn’t.
We provide you with insight, based on our experience and knowledge of investing and how markets work, as well as how best to achieve your goals.
We work as your partner, providing you with counsel on an ongoing basis and are a valuable resource as you make the best use of your financial resources to lead a fulfilling life.