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

President
Brad Lineberger

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

President

760.730.8120
team@seasidewealth.com

As President and Founder of Seaside Wealth Management, Brad Lineberger is proud to run 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 creating financial peace for their future in retirement. 

After graduating from UCLA in the late 90s, Brad went to Wall Street to pursue his burning passion for finance. His hopes and high-minded expectations of the financial world were quickly extinguished as he experienced the incessant culture of sales and pressure to generate commissions. Brad wanted to help others, not sell to them, and so he left Wall Street and became a Firefighter in Orange County. Yet, his flame of desire for financial planning and helping others navigate retirement endured. Deciding to embark on financial planning alongside his firefighting duties, Brad dedicated over a decade to both pursuits until his retirement from the fire service in 2014. 

Dedicated to promoting financial planning in the community, Brad served on the Board of the San Diego Financial Planning Association and as a Chair of the Programs Committee.  He and his family are involved in their church, and other areas of the community.  Brad frequently volunteers his time teaching Retirement Planning Today courses at Mira Costa College. Brad has also served as a Board Member of the Carlsbad Education Foundation and the Magdalena Ecke Family YMCA. He is the former president of the Encinitas Education Foundation at his children’s school. 

Brad, a third generation Californian, lives in Carlsbad with his wife, Vanessa, and their four children, Luke, Jake, Rebecca, and Catherine. In his free time, Brad can be found spending time coaching his sons’ ENLL baseball teams, skiing with his daughters, golfing with his wife, or on a sunrise surf at Cardiff Reef. 

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®, CPWA®, RICP® Photo
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Matt Callahan, CFP®, ChFC®, CPWA®, RICP®

Wealth Manager
Matt Callahan

Matt Callahan, CFP®, ChFC®, CPWA®, RICP®

Wealth Manager

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.

Jerri Hammons, AIF® Photo
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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.

Vanessa Lineberger Photo
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Vanessa Lineberger

Client Concierge
Al McKendrick

Vanessa Lineberger

Client Concierge

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.

Ronan Figueroa Photo
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Ronan Figueroa

Associate Advisor
Ronan Figueroa

Ronan Figueroa

Associate Advisor

Ronan is an Associate Financial Advisor at Seaside Wealth Management. He works alongside Brad Lineberger and Matt Callahan to provide consistent, quality deliverables to all the Seaside clients. With a passion for serving others and promoting financial literacy, Ronan helps guide the Seaside families on their journey to realize their financial goals.

A recent graduate from the University of California, Berkeley, where he double majored in Data Science and Economics, Ronan is actively using his newfound skills in financial economics and software engineering to improve the daily processes of the Seaside team. During his time at Cal, Ronan founded a consulting club that focused on launching start-ups into the tech and finance space.

In his free time, you can find Ronan surfing at Swami’s beach or playing a round of golf with his fellow Seaside team members at Encinitas Ranch. Ronan is also passionate about volunteering and can be found at the Boys and Girls Club in Solana Beach coaching golf or flag football.

Austin Mangold Photo
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Austin Mangold

Associate Advisor
Austin Mangold

Austin Mangold

Associate Advisor

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.

Al McKendrick Photo
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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!

Eric Stein, CFA® Photo
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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
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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
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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.