Financial Wellness Begins With Education

Financial Wellness Begins With Education

Financial Wellness Begins With Education

Financial Wellness Begins With Education

Welcome to Seaside Solutions and Capital Choice Financial Services, Inc.

(Kathie) Jeanne Gallagher is an Investment Adviser Representative (IAR) and Registered Representative (RR) with Ameritas Investment Corp (AIC), and founding partner of Seaside Solutions. She holds Series 6, 26, 63 and 65 Securities Licenses in multiple states and is also a licensed insurance agent.

I am a Maine native and with my husband (34yrs!) Michael, we raised our two now-adult children in a small town on the coast of Maine. We taught our kids to respect and value each other, with a "do unto other as you would have them do unto you" mindset.

Professionally, we spent many years in management and Customer service. Fast forward a few years, once our children grew up, we had the opportunity to relocate to Florida and this is where my Financial Advisor career began. During this time, both of our children relocated to California, married and settled down on the West Coast.

After 10 years and establishing an office in Florida, Michael and I had the opportunity to relocate to California to be closer to our children and two grandchildren! We have settled here and have found many of the attributes from Maine that we have missed! We still keep ties with the office in Florida and excited to be in Auburn and Greater Sacramento Area.

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