Seaside Wealth Management
Run a free full auditContact Information
-
Address
6154 Innovation Way
Oceanside, CA 92009 -
Phone
(760) 730-8120 -
Website
seasidewealth.com
Location
About Seaside Wealth Management
Seaside Wealth Management is a Financial Planner in Oceanside, CA, located at 6154 Innovation Way. The firm provides retirement income planning and wealth management services for individuals in their 50s and 60s, those approaching retirement, and retirees seeking structure around income, taxes, and long-term decisions.
Seaside Wealth Management has been in business for 15+ years. The firm operates as an independent wealth management firm with a vision to ensure no retiree worries about outliving their savings. Their approach coordinates income, taxes, and investments to support a retirement lasting 30 or more years. Services include investment management for long-term goals, tax planning to coordinate withdrawals and account types, retirement income solutions, and social security timing guidance. They also provide specialty planning for concentrated assets or business interests, as well as estate planning coordination alongside attorneys to align financial strategies with legacy goals. The team includes Brad and Matt Callahan.
The firm holds a 5.00 rating based on customer reviews.
Seaside Wealth Management provides coordinated retirement planning and investment management for clients in Oceanside, CA.
Seaside Wealth Management holds a Discoverability score of 100 out of 100, which ensures that AI crawlers can access every page of the website so AI assistants can recommend the firm. The business also achieves a Technical score of 96 out of 100, reflecting a secure and indexable website that search engines can read without errors. Additionally, the firm ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Oceanside.
Score Summary
BizScoreAI scanned the website seasidewealth.com on July 8, 2026. Seaside Wealth Management has a BizScore of 67 out of 100. The website audit behind the SEO score ran on October 29, 2026.
- AI Visibility48 out of 100
- SEO88 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 25 of 25 points, Structured Data 3 of 25 points, Content Readiness 14 of 30 points, AI Trust Signals 15 of 20 points.
Website audit sub-scores (out of 100): On-Page 91, Technical 100, Performance 74, Content 85.
Strengths: 9 checks passed. llms.txt, AI Crawler Access, AI Content Blocking, Rich Schema Types, Local Multimedia, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 9 checks. FAQPage Schema (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Q&A Content (failed), Organization Schema (warning), Speakable Schema (warning), Hyperlocal Targeting (warning), Author Signals (warning).
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Browse: Businesses in Oceanside, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 1 time in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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