facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Get to Know the Team
Advocating for You

Guiding You Towards Financial Peace

When it comes to personal finances, we know that a lack of direction and clarity often causes distress. But we also know that money can become a source of confidence that enhances your ability to enjoy your life. Helping you achieve this mental shift through our superior service and outstanding financial planning is what motivates us every day.

As a team, we are CFP® professionals, Chartered Financial Consultants®, Accredited Investment Fiduciaries® , Certified Wealth Strategists and Chartered Financial Analysts® . We put our various areas of expertise and individual strengths together to best serve each and every one of our clients. We are relentless in pursuing your wellbeing—and strive to do everything we can to continually fulfill our promise to you.


Brad Lineberger, CFP®, ChFC®, AIF®, CWS Photo
Read Bio

Brad Lineberger, CFP®, ChFC®, AIF®, CWS

President
Brad Lineberger

Brad Lineberger, CFP®, ChFC®, AIF®, CWS

President

760.730.8120
team@seasidewealth.com

As the president and founder of Seaside Wealth Management, I have created a unique, comprehensive wealth management firm that provides unbiased guidance and robust financial planning for individuals, families and small businesses. I help my clients in clarifying their goals, navigating the issues that impact their finances, and creating financial peace for their future in retirement.

I consider myself to be someone who is dedicated to promoting financial literacy in the community and has a passion for teaching and helping others succeed. I served on the Board of the San Diego Financial Planning Association and am a past chair of the programs committee. I frequently volunteer my time and teach retirement planning today courses at Mira Costa College.

My family and I are involved in our church and other areas of the community. I’ve also served as a Board Member of the Carlsbad Education Foundation, Vice President of the UCLA Club of San Diego as well as on the Board of the Magdalena Ecke Family YMCA.

I am a third generation Californian and live in Carlsbad with my wife, Vanessa, and our four children, Luke, Jake, Rebecca and Catherine. We enjoy playing golf together, skiing in Mammoth, enjoying the beautiful beaches of San Diego, and spending time outdoors. I also love being involved with coaching my son's football and baseball teams.

Education

  • B.A. History
    • University of California at Los Angeles

Credentials

Membership

  • Financial Planning Association
  • North County Estate Planning Council
  • Solana Beach Presbyterian Church

Leadership

  • Financial Planning Association, San Diego
    • Board Member
    • Former Program Committee Chair
  • Ecke Family YMCA
    • Former Board Member
  • Carlsbad Education Foundation
    • Former Board Member
  • UCLA Alumni Club of San Diego
    • Former Vice President
  • Solana Beach Presbyterian
    • Stewardship Committee
  • Encinitas Education Foundation President at Olivenhain Pioneer Elementary School
  • Encinitas National Little League Board member

Honors

  • Top Wealth Manager in San Diego
    • Five time winner 2014-2018
  • American Economic Council
    • Leadership Award: Financial Planning
Matt Callahan, CFP®, ChFC® Photo
Read Bio

Matt Callahan, CFP®, ChFC®

Wealth Manager
Matt Callahan

Matt Callahan, CFP®, ChFC®

Wealth Manager

As a wealth manager at Seaside Wealth Management, I have an extensive background in financial planning, which includes a focus on investment management and portfolio construction. I have found my passion, which is helping individuals and their families achieve their financial goals.

I believe that, in order to best serve clients, educating myself was the best place to start. I graduated with a bachelor's degree in business administration with a concentration in finance from the University of New Mexico, and then went on to pursue the Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™ designations.

What I enjoy most about my 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. I moved to California to join the team at Seaside Wealth Management, and the sunshine tax is absolutely worth it. In my spare time I enjoy spending time with family and friends, staying active, being outdoors, golfing and traveling to new places.

Jerri Hammons, AIF® Photo
Read Bio

Jerri Hammons, AIF®

Associate Financial Planner
Jerri Hammons

Jerri Hammons, AIF®

Associate Financial Planner

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.

Stephanie Page Photo
Read Bio

Stephanie Page

Client Services Associate and Marketing Assistant
Stephanie Page

Stephanie Page

Client Services Associate and Marketing Assistant

I am the client services associate and marketing assistant here at Seaside Wealth Management. I assist the team with all account-related service requests like opening new accounts and account transfers. I have direct exposure to the marketing efforts of the firm and also assist with compliance-related requirements and human resources responsibilities, and I oversee day-to-day activities to ensure the office runs smoothly.

I have over 5 years of experience working in the financial services industry in London, United Kingdom and am an English native now residing in Carlsbad.

Outside of the office, I enjoy a healthy and active lifestyle, competing in triathlons, volunteering for local charity races and events, and hiking mountains. I am also an avid jigsaw puzzler.

Vanessa Lineberger Photo
Read Bio

Vanessa Lineberger

Director of Client Appreciation
Al McKendrick

Vanessa Lineberger

Director of client appreciation

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.

Al McKendrick Photo
Read Bio

Al McKendrick

Wealth Manager
Al McKendrick

Al McKendrick

Wealth Manager

760.815.5134
al@seasidewealth.com

I am a financial advisor at Seaside Wealth Management. I have been in the business for 56 years. Being “on the same side of the table” as my clients is something that I truly enjoy about my career, and becoming a fee-only advisor many years ago has been very rewarding. I am passionate about helping my clients find peace with their finances.

I like to stay actively involved in my community and have been a member of the Encinitas Rotary club since 1987, serving as the secretary in 2017-2018 and 2018-2019. Through the Rotary club, I have participated in financial literacy classes at the high school level and in the community. I am also involved with the Encinitas Business Exchange and am an active member of North Coast Church where I serve as a greeter on Sundays.

Family and community involvement are important to me. My wife Rita and I have been married since 1968. We’ve lived in North County San Diego since 1975 and enjoy traveling, reading, golfing and being with family. Our daughter, Stacy, and son, Todd, live nearby with their families. The four grandchildren are a huge delight for Rita and I!

Jayce Gispan Photo
Read Bio

Jayce Gispan

Financial Planning Intern
Stacy Rupert

Jayce Gispan

Financial planning intern

As a financial planning intern at Seaside Wealth Management, I participate in all client meetings, functioning as a support advisor to Matt and Brad.  I am a senior at San Diego State University with a double major in financial services and psychology. My plan is to graduate in May 2023 and sit for the CFP® Exam in November 2023. My role on the team is to assist with updating clients financial plans and to provide support with all follow up items coming out of reviews. 

Overall, my internship is very hands on and is providing me with useful skills that I hope to apply when I transition to full-time employment after graduating from SDSU.

I have always had an interest in stocks and investing since I was young. I remember buying my first shares of Lowes when I was 10 years old and the great feeling of being able to own a piece of a company. Later, I developed an interest for financial planning and wealth management during the Pandemic by watching personal finance videos on YouTube as most of my time was spent at home. I love the fact that wealth management incorporates aspects of personal finance and investing with human behavior and helping people.

When I am not working, I spend most of my time in the gym weightlifting or hanging out with friends or family. I also like to do photography, boogie boarding at the beach, and playing volleyball as a Libero during open gyms.

Eric Stein, CFA® Photo
Read Bio

Eric Stein, CFA®

Co-Chief Investment Strategist
Eric Stein

Eric Stein, CFA®

Co-Chief Investment Strategist

Based in Charlotte, N.C., I serve as the co-chief investment strategist for Seaside Wealth Management. I assist with portfolio oversight, investment due diligence and development of our investment models.

Prior to joining East Bay, I worked for a variety of firms, both large and small. This includes 7+ years with Goldman Sachs Asset Management where I held roles in areas such as performance measurement, client service, risk analysis and portfolio construction. During my tenure there, I had the opportunity to cover many different types of asset classes, vehicles and client types. I also worked at RSM U.S. Wealth Management for over 10 years, serving as the chief investment officer while providing strategic leadership and solutions for their national investment platform.

I am a proud graduate of Indiana University, where I earned a B.S. in finance. I also earned the Chartered Financial Analyst (CFA) designation in 2001 and continue to stay involved in the local CFA society. I have been quoted several times in the Wall Street Journal and have written extensively on topics covering asset allocation, manager due diligence, financial markets and economic events.

I enjoy traveling with my wife, Laura, and our two sons, Scott and Jack. In my spare time, I am an avid cyclist and consider finishing a Half Ironman as one of my greatest athletic accomplishments.

Mario Nardone, CFA® Photo
Read Bio

Mario Nardone, CFA®

Co-Chief Investment Strategist
Mario Nardone

Mario Nardone, CFA®

Co-Chief Investment Strategist

I serve as the co-chief investment strategist for Seaside Wealth Management. In my role, I assist with portfolio oversight, investment due diligence and development of our investment models. I began my investment career in 1999 with Vanguard mutual funds in Valley Forge, PA, where I consulted institutions and financial advisors on investment policy, portfolio construction and exchange-traded funds (ETFs). I also held roles as a research analyst, a municipal bond fund specialist and others during my tenure.

In 2003 I earned the Chartered Financial Analyst designation, widely regarded as the highest standard in the investment profession, and I continue to mentor aspiring Charter candidates and young investment professionals. I relocated to Charleston in 2010 to serve as chief investment officer for a respected financial planning firm before establishing East Bay. I am past president of CFA Society South Carolina and former chairman of the College of Charleston Finance Department Advisory Board.

My approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, South Carolina Public Radio and other publications and media outlets.  I am active in recreational sports and the Charleston community, am an avid traveler and SCUBA diver, and enjoy spending time with my wife Piper, our daughter Pepper, dog Cady and Agnes the cat.

Brett Wheeler, CFP® Photo
Read Bio

Brett Wheeler, CFP®

Head Trader
Brett Wheeler

Brett Wheeler, CFP®

Head Trader

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.