Our mission is to arm every young person with the financial education they need to build lasting freedom and achieve their dreams.
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OUR MISSION
The problem with money? No one talks about it, yet whether we like it or not, it can have a huge impact on one's life.
The world is expensive, and you're told to save and invest without ever being taught how. You see influencers talking about financial freedom, but it all feels out of reach.
That's why we wrote The Other Birds & Bees. We believe financial freedom isn't about being rich; it's about having options. It's the power to choose your path—start that business, travel the world, or simply live without the stress of debt.
We created this book to be the guide we wish we had. By blending a relatable story with powerful financial lessons, we show you how to master your money. From understanding the magic of compound interest to crushing student loan debt, we break down "adulting" so it's less intimidating and more about possibilities.
Our mission is simple: to give you the tools you need to take control, build a prosperous future, and achieve your dreams.
OUR VALUES
Control your destiny. We believe that money should be a tool for freedom, not a source of stress. We're here to give you the knowledge and confidence to take control of your financial life.
01 - Empowerment
Money for all. We cut through the confusing jargon and make financial topics easy to understand, so anyone can learn how to manage their money effectively.
02 - Accessibility
Ask the big questions. We want you to be curious about your future and bold enough to ask the tough questions. It's the first step to finding your own answers.
03 - Curiousity
Step up to the challenge. The financial world can be intimidating. We empower you to face it head-on, make smart decisions, and take calculated risks that lead to big rewards.
04 - Courage
Your safety net. We teach you how to build a strong financial foundation, so you have the peace of mind to navigate life’s unexpected twists and turns.
05 - Security
Always moving forward. We're all about that "hard choices now, easy life later" mindset. We show you how small, consistent moves you make today will lead to massive results down the road.
06 - Growth
We bring a wealth of real-world experience to "The Other Birds & Bees," blending their professional expertise with personal insights from managing our own family finances (including those of Scott's two teenagers!). Scott, a Harvard Business School graduate and Financial Advisor for over 20 years, adds his deep knowledge of investing and long-term financial planning. Victoria, with her finance degree from McGill and experience working at and with top private equity firms and institutional investors, understands the intricacies of investing and building successful companies & careers. Together, we offer a comprehensive and engaging guide to financial literacy for young adults, demystifying complex concepts and empowering the next generation to achieve their dreams.
Parents I Investors I Financial Advisor I Entrepreneurs I Recruiter
BIOS
SCOTT KYLE
Scott Kyle serves as CEO/Chief Investment Officer at Coastwise where he is responsible for strategic investment decisions, portfolio management, and client relations. Investing in public and private companies for nearly 40 years, Scott offers a solid combination of Wall Street analysis, public market, private equity, and hedge fund experience, invaluable when it comes to sophisticated and effective money management. Scott has been using options strategies to hedge equity positions and generate income since the early 1990s, while developing proprietary trading models and techniques. He is a 13-time winner of the Five Star Wealth Manager award.
Scott co-founded The Active Network, Inc. which was one of the original unicorns when it went public at a market capitalization in excess of $1 billion. Scott served as CFO and on the Board of Directors for Active from its founding in 1998 until 2002. Scott started his finance career on Wall Street as a Financial Analyst at Chemical Bank (now JPMorgan Chase) where he conducted analysis and due diligence on Fortune 1000 Companies.
Scott is the author of The Compound Code: An Expert Guide to Trading Stocks & Options released in 2023. His first novel Forever Young came out in 2014. Scott co-authored the novel, Via LaVie and the Friendship Code with his daughter Liv, released in February, 2022 along with its sequel Via LaVie and the Secret Key. Additionally, Scott authored The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding which was nominated for a San Diego Book award. Scott founded the Coastwise Spelling Prize, an annual spelling bee held in La Jolla, CA, as well as the Coastwise Prize for Investing Excellence, a scholarship program that emphasizes financial literacy for high schoolers.
Scott holds Bachelors’ degrees in Economics and International Relations from Tufts University (magna cum laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics, and an MBA from Harvard University. He is a two-time world and nine-time national champion in sailing, an Academic All-American (Tufts sailing), an Ironman triathlon finisher, a HYROX competitor, and a 3rd degree black belt in Shaolin Kempo. Scott lives with his family in La Jolla, California and has served as a Board Director for over fifteen companies and non-profit organizations.
VICTORIA LAKERS KYLE
Victoria Lakers Kyle is a Partner at Calibre One, a transatlantic executive search firm based in San Diego. She focuses on C-Suite placements for investor-backed B2B software companies. Prior to Calibre One, she was a Partner at a boutique search firm specializing in C-Suite and board placements for private equity-backed companies, where she also led their diversity practice. She launched the inaugural “Top 25 Women in PE-Backed Software” list, an investor-nominated recognition of top female leaders.
Before her career in executive search, Victoria owned a consulting company that provided strategic guidance to businesses to drive growth. This included stepping into interim executive roles such as Chief Operating Officer, Chief Financial Officer, and Country General Manager for several sustainability-focused tech startups. She also owned and successfully sold two businesses: a FASTSIGNS franchise, and an e-commerce company. Earlier in her career, Victoria worked in capital raising and investor relations in the private equity sector in New York. She worked at Water Asset Management, a firm specializing in water infrastructure investments, and at Apollo Global Management, a leading global alternative investment manager, working with some of the country’s largest institutional investors.
Victoria is a frequent speaker on topics related to investing, entrepreneurship, and leadership, including a TEDx speaker, with her talk titled “The Expert Myth: Why Generalists Will Rule the Future.” Victoria also served as a mentor for several entrepreneur accelerators, including San Diego State University’s Zip Launchpad. She is a board member of the San Diego Air & Space Museum, where she sits on the scholarship and audit committees. Additionally, she is on the Board of the NuFund Venture Group, one of the largest early-stage investing groups in the country, where she previously co-chaired and hosted their annual Quick Pitch event and annual “Women In Investing” panels. Victoria has been recognized by the San Diego Business Journal as one of San Diego’s 40 Business Leaders Under 40 in 2018, a finalist in 2019, and a finalist for Business Women of the Year in 2020 and 2024.
Victoria graduated from McGill University with a Bachelor of Commerce in Marketing and Finance. She lives in San Diego with her family and dog, Frankie. An avid traveler, she has visited over 40 countries. She once rode 3,000 km across India in a rickshaw during monsoon season.
Discover Coastwise Group
Helping Your Family Invest Wisely
As your teen starts learning about money, you might be thinking more about your own financial future. That's where we can help. At Coastwise Group, we specialize in making investing a clear and disciplined process. We focus on smart, long-term strategies and high-quality investments, helping you build a strong financial foundation without the emotional stress that often comes with managing money. Think of us as your guide, here to help you make informed decisions for your family's future.
