Joe Marshall — Co-Founder
From 2016 to 2020, I was in your shoes, working a high-paying tech job. The work was demanding, and I felt the pressure and burnout. I was making great money, but I also felt stuck. So in 2020, I decided to walk away. But, before I did, I had a hunch. I realized the traditional financial services industry was completely ignoring high-income tech professionals like us. They were focused on serving retirees who already had big portfolios, overlooking a huge number of people in our generation who wanted and needed planning now, not in 20+ years. So in 2020, I decided to walk away from my job. I helped launch Coastal Capital Advisors with a single mission: to help tech employees build financial plans that simplify their money, reduce stress, and become work-optional. Since then, I've had the privilege of helping tech professionals achieve incredible results, including: - Planning for equity compensation to make the most of their company stock. - Creating a clear savings and investment plan for their future. - Developing a tax strategy to maximize their wealth over a lifetime. I didn't figure this out overnight. It took countless hours of research, practice, and hands-on experience helping dozens of tech professionals navigate their complex financial lives. Now, I transfer all of that hard-earned knowledge to you so you can win with your money and build a secure financial future. ____________________________ Here's exactly how I can help you. ⤵️ 📃Free Resources (check out my featured section) 1) Daily posts 2) Free newsletter: Get a 5-minute email on the 2x / month with practical financial tips for tech professionals 3) Free guide: The Financial Planning for Procore Employees Whitepaper 📃Work With Me 1:1 See my featured section to schedule an intro call ____________________________ I've helped 125+ families simplify their money, build a plan for their stock and savings, and minimize taxes I want to help YOU use your money to build the life you actually want Ready? Either shoot me a DM or book a time in my featured section
Stackforce AI infers this person is a Fintech expert focused on financial planning for tech professionals.
Location: Santa Barbara, California, United States
Experience: 8 yrs
Skills
- Financial Planning
- Investment Strategy
Career Highlights
- Founded Coastal Capital Advisors to serve tech professionals.
- Helped 125+ families simplify their financial planning.
- Expert in equity compensation and tax strategy.
Work Experience
Coastal Capital Advisors
Founder & Financial Planner (6 yrs 1 mo)
Procore Technologies
Account Executive I Mid Market (1 yr)
Inside Sales, Enterprise Account Executive (1 yr 8 mos)
Business Development, Strategic Accounts (5 mos)
Enterprise Business Development (8 mos)
Business Development Representative (3 mos)
Travel
Traveler (1 yr 3 mos)
Citi
Associate Relationship Manager (8 mos)
Business Analyst (1 yr 6 mos)
AppFolio Inc.
Implementation Specialist (3 mos)
Meem Media
President (10 mos)
Education
Bachelor of Arts (B.A.) at Westmont College