ABOUT US

Brad founded Seaside Wealth Management to provide comprehensive, unbiased financial planning that helps individuals, families, and small businesses gain clarity and confidence in retirement. He is passionate about guiding clients through the issues that impact their finances, helping them define their goals, and creating strategies that support lasting security.

After graduating from UCLA with a degree in History, Brad began his career on Wall Street. Disillusioned by the sales‑driven culture, he chose a different path, becoming a Firefighter in Orange County while pursuing his true calling in financial planning. For more than a decade, Brad balanced both careers before retiring from the fire service in 2014 to dedicate himself fully to helping others navigate retirement.

Brad is deeply involved in his community, having served on the Board of the San Diego Financial Planning Association, the Carlsbad Education Foundation, and the Magdalena Ecke Family YMCA. He frequently volunteers his time teaching Retirement Planning Today courses at Mira Costa College and has held leadership roles with local education foundations and youth sports organizations.

A third‑generation Californian, Brad lives in Carlsbad with his wife, Vanessa, and their four children - Luke, Jake, Rebecca, and Catherine. Outside of work, he enjoys coaching baseball, skiing with his daughters, golfing with his wife, and catching sunrise surf sessions at Cardiff Reef.

Matt Callahan is a Wealth Manager at Seaside Wealth Management. He has an extensive background in financial planning which includes a focus on retirement income planning and tax saving strategies. Matt has found his passion which is helping people and their families achieve their financial goals.

He believes that, in order to best serve clients, educating himself was the best place to start. Matt graduated with a Bachelor of Business Administration with a concentration in Finance from the University of New Mexico, and then went on to pursue the CERTIFIED FINANCIAL PLANNER™ designations.

What Matt enjoys most about his career is building lasting relationships with clients, creating financial peace in a complex world, and seeing the financial plan come to life on the way to and through retirement.

Matt moved to California to join the team at Seaside Wealth Management in 2020, and says the sunshine tax is absolutely worth it. Matt enjoys spending time with family and friends, staying active with anything outdoors, going to the beach, snowboarding in the winter, and traveling to experience new things.

With nearly three decades of experience, Todd guides clients through life’s financial transitions with clarity, confidence, and purpose. A Certified Financial Planner™ professional, he specializes in retirement planning, creating well‑structured, tax‑efficient strategies designed to bring clarity and lasting security.

Before joining Seaside, Todd worked as a Senior Business Consultant for one of the nation’s largest independent wealth management firms, where he partnered with top advisors to optimize their practices and elevate the client experience. He holds a B.A. in Political Science and English from San Diego State University and has earned the Certified Wealth Strategist® and Accredited Investment Fiduciary® designations, along with his California State Life, Accident, and Health Insurance License.

Todd is deeply committed to financial literacy and believes education and open communication are essential to reducing stress around money. He is an active member of the Financial Planning Association of San Diego and volunteers with The Rosie Network’s Service2CEO program, mentoring veterans and military spouses. A Southern California native, Todd enjoys cycling the coastal routes of San Diego, traveling, and catching live music.

I serve as the associate financial planner at Seaside Wealth Management. My focus is on building quality relationships with our clients and their families. I manage all account-related service requests like opening new accounts, completing account transfers, and processing deposits and withdrawals.

I started my career in the financial services industry at Ameriprise Financial in 2007. Over the years I have worked as a paraplanner and then a financial planner.

Outside of the office, I spend most of my time at the baseball fields watching my son, Grant. When I have free time, I love working on DIY home improvement projects, ski trips with family and friends, and traveling internationally.

Vanessa Lineberger assists with enhancing the client experience at Seaside Wealth Management. Vanessa pays attention to all the details involved in planning our events to ensure our clients feel special. One of our core values is to treat people the way we want to be treated and Vanessa ensures clients feel appreciated by our firm.

Before joining our team, Vanessa worked for six years at Scripps Memorial Hospital in Encinitas as an Occupational Therapist.  She brings a great sense of warmth and compassion to her role at Seaside.

Vanessa is a loving mother to four children; Luke, Jake, Rebecca, and Kate. She enjoys the demands of balancing family life and her career.  Vanessa is passionate about family and the outdoors, and enjoys skiing with her kids and husband Brad, going to the beach and watching her children play sports.

As the founder of Advisor Logistics, I manage the back office trading for the investment portfolios of Seaside Wealth Management. With over a decade of experience in the financial services industry in both personal wealth and portfolio management, I process all trades with accuracy and efficiency and keep our client portfolios balanced to the appropriate asset allocation. I also assist with tax-loss harvesting strategies and daily portfolio management.

I founded Advisor Logistics to provide white glove portfolio management and trading service. I earned my BBA from the University of Texas at San Antonio and began my career working with individuals and families as a representative with an independent broker/dealer.

An Austin, Texas native, I have lived in San Antonio for almost fourteen years, where I currently reside with my wife and two young children. I am active in church, enjoy golfing and playing chess, and am an avid saltwater angler.

Austin is working as an Associate Advisor at Seaside Wealth Management, where he is actively collaborating and assisting Brad Lineberger and Matt Callahan. Austin has always had a passion for investments, and the combination of working with people every day as an Associate Advisor is right where he belongs. As Austin enters the Financial Planning Industry, he is beginning his studies to obtain his CERTIFIED FINANCIAL PLANNER™ designation.

Austin is a recent graduate from the Haas School of Business at the University of California, Berkeley where he studied Business Administration and Finance. Austin is applying his newfound knowledge of investments and market behaviors that which he was taught by distinguished professors from around the world. Before going to UC Berkeley, Austin attended La Costa Canyon High School in Carlsbad, California. Austin is excited to be able give back to the community he grew up in by promoting financial literacy.

In his spare time, Austin loves to get active and be outside. He is an avid sports fan, but soccer is his favorite sport. He loves to workout, snowboard and go to the beach. Austin has a goal to travel to more countries than his age. Austin has a goal to complete a triathlon before he turns 30.

Kade helps families gain confidence in their financial futures by turning complex planning conversations into clear, actionable strategies. His approachable style and commitment to excellence reflect Seaside’s dedication to building strong, long‑term relationships.

A San Diego native, Kade earned his B.A. in Economics from Dartmouth College, where he was honored as Ivy League Player of the Year. He later pursued graduate studies in Business Administration and Entrepreneurship at UC Berkeley while competing for the Golden Bears baseball team. His journey through collegiate and professional baseball with the St. Louis Cardinals instilled values of teamwork, discipline, and perseverance that now shape his approach to financial planning.

At Seaside, Kade combines analytical training, business acumen, and a genuine desire to serve others. He is currently pursuing his Certified Financial Planner™ designation. Dedicated to his faith and community, he coaches youth baseball and enjoys golf, staying active, and spending time with his wife and their two dogs in Oceanside.

As a Client Service Associate, I provide exceptional support to clients, ensuring their financial planning journey is seamless and stress-free. In my role, I handle client fund requests, process account paperwork, and provide essential support to Advisors. I take pride in keeping clients informed about their accounts and delivering timely, relevant updates.

With nearly a decade of experience in financial services, I’ve cultivated a deep passion for my work. Meeting new people and learning their stories is one of the most rewarding parts of my role. Building strong, meaningful relationships with clients is something I look forward to every day. I am proud to be part of a team that helps clients achieve their financial goals and navigate their futures with confidence.

Originally from California, I grew up in Washington State, where I continue to live today. I reside in Tacoma with my husband, our two adult sons, and our Golden Retriever, Oakley, who keeps us on our toes at just 11 months old. In my free time, I enjoy traveling, reading, and spending quality time with my family. I’m also an avid sports fan with a special passion for football. Staying true to my Washington roots, I am a proud and loyal Seattle Seahawks supporter. Go Hawks!

Casey is often the welcoming face clients encounter at Seaside Wealth Management, where her professionalism and warmth set the tone for lasting relationships. She ensures every interaction reflects the firm’s dedication to exceptional service and long‑term trust.

In addition to supporting daily operations, Casey helps coordinate company events, community initiatives, and holiday celebrations, bringing organization and creativity to each project. Her upbeat attitude, attention to detail, and willingness to step in wherever needed make her a trusted go‑to for both clients and the Seaside team.

Before joining Seaside, Casey worked at a behavioral therapy center for children. She holds a Bachelor’s Degree in Human Development from California State University San Marcos. A North County native, Casey grew up in Oceanside and enjoys traveling, surfing, volleyball, camping, and time with family and dogs.