Kurt Eakin, CFP®, AIF®

President


Kurt founded Coastal Life Wealth Management on a simple belief: everyone deserves access to high-quality financial advice. Since starting his career in 1999, he’s helped clients bring clarity to complex decisions, building plans that balance today’s goals with tomorrow’s dreams.

A graduate of UC Santa Barbara, Kurt earned his CERTIFIED FINANCIAL PLANNER™ certification at San Diego State and carries the Accredited Investment Fiduciary® designation. He partners with Kestra Financial and holds FINRA Series 7, 63, and 66 registrations, along with licenses for life, health, and long-term care insurance.

What sets Kurt apart is the way he connects expertise with perspective. After more than two decades in the industry — and through many market cycles — he knows that lasting success comes from steady guidance and genuine care.

Outside the office, Kurt and his wife Jessica can often be found surfing, skiing, hiking, or simply enjoying the ride of life together.

Christie Caliva, AAMS®

Financial Advisor


Christie’s passion for financial planning began early. After losing her father at a young age, she saw firsthand the difference that thoughtful preparation can make for a family. That experience drives her mission today: to help others find security, resilience, and peace of mind in the face of life’s uncertainties.

Since 2007, Christie has guided hundreds of clients in San Diego and beyond. She holds FINRA Series 7 and 66 registrations and is an Accredited Asset Management Specialist®. Known for listening deeply and tailoring strategies to fit each client’s goals, she has built long-term relationships rooted in trust — many of her clients have become close friends.

She specializes in retirement planning and wealth preservation, helping clients prepare for the future while staying present in the moments that matter most.

At home, Christie’s life is full of energy and joy with her firefighter husband, their two children, and a lively mix of pets. She enjoys golf, camping with her family, and cherishing the balance between living fully today and preparing wisely for tomorrow.

Nicole Melero, FPQP®

Director of Client Services

Nicole has been part of Coastal Life’s story since day one, partnering with Kurt after years of working alongside him at a previous firm. With a background in office management and financial services recruiting, she brings a rare combination of organizational expertise and genuine care for people.

As a Financial Paraplanner Qualified Professional™, Nicole supports clients through every detail of their financial journey. She anticipates needs, provides clear solutions, and ensures every interaction feels personal. Her dedication has also helped expand the firm’s services, including guiding clients through health insurance solutions.

Nicole holds FINRA Series 7 registration and licenses in life, health, and long-term care insurance. But beyond her credentials, clients know her for her warmth, attention, and ability to make complex processes feel simple.

A San Diego native, Nicole enjoys surfing, golfing, and gardening with her husband and three sons. Her family is passionate about sustainability and food security, supporting local nonprofits that fight hunger and promote community farming.