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.

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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

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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

Joe Marshall

AppFolio

• Promoted to senior role based on strong performance with software training, impacting 100 Mid-Market and Enterprise customers in 2023 and 2024, maintaining over a 98% customer satisfaction score each month, resulting in 20 reference customers.
• Partnered cross-functionally with Onboarding, Sales, Leadership, and Strategic teams every week to present client challenges, then collaborated on efforts to provide solutions through training or recurring calls.
• Communicated effectively with key business stakeholders and Subject Matter Experts on projects to define business objectives, then developed customized workflows to increase time to value by 50% for each user role, allowing them to focus on more specialized work.
• Developed scalable training plans for each client, including custom training content and utilizing differentiated learning modules to optimize employee development.
• Facilitated multiple on-site training sessions for AppFolio's largest Enterprise customers with groups of 100-200 attendees.

Senior Customer Training Manager

• Influenced key decision makers at AppFolio’s 2023 and 2024 Customer Conference, delivering multiple presentations on leveraging automation and AI in daily tasks to increase average time savings by 60%.
• Served as Subject Matter Expert and team lead for on-site training, providing resources on delivering engaging training sessions, using gamification, leading group discussions, and developing custom training curriculas. 
• Generated over $200,000 in training revenue by upselling our paid training program to Small and Medium-Sized Businesses (SMB) and Mid-Market clients in Onboarding.

Customer Training Manager

• Strategically assisted an average of 45 accounts per month with a total of 20,000 units under management by understanding complex business challenges, offering solutions, and improving customer confidence by 70%.
• Mentored New Hires by leading internal product training each month and hosted weekly Zoom meetings for open Q&A on best practices, queue management, and account consultation.
• Produced three self-guided online learning modules through Skilljar for AppFolio’s Help Center, including scripts, demonstration videos, and written procedures, available for all customers utilizing the Online Learning Academy.
• Achieved a 65% increase in customer feature utilization by establishing and maintaining successful relationships with clients over Zoom meetings to review their database usage, offer guidance, and ensure maximum customer retention.

Senior Product Success Manager

• Collaborated closely with cross-functional teams including Onboarding, Product, Sales, and Customer Care to successfully assist customers with meeting their business goals within their first 60 days of using AppFolio.
• Achieved a 65% increase in customer feature utilization by establishing and maintaining successful relationships with clients over Zoom meetings to review their database usage, offer guidance, and ensure maximum customer retention.

Product Success Manager

• Resolved over 20 cases per day to assist clients with leasing, maintenance, and advanced accounting questions via phone calls and online chat.
• Decreased customer churn rates by 30% by identifying client challenges and scheduling recurring calls to provide solutions.

Customer Success Manager

DSF Wealth Management

•  Oversaw day-to-day aspects of client accounts, financial distributions, and marketing at a wealth management firm with over $800MM in assets under management with a focus on providing tax-optimized wealth management.
•  Utilized Customer Relationship Management (CRM) tools to incorporate cross-functional workflows and update over 200 client accounts to keep track of phone calls, emails, financial distributions and other integral information.
•  Coordinated two client appreciation events each year for our top 20% portfolios, with responsibility for sourcing venues, creating invitations, formulating agendas, and distributing party favors.

Wealth Management Assistant

The Walt Disney Company

•  Greeted and directed guests throughout the park through crowd control, safety and accommodation
•  Managed various attractions inside Innoventions as well as Fastpass stations and informed guests of ride features with a strong focus on problem-solving and working through difficult language barriers

Cast Member

Nicholls State University

•  Assisted the Office of Admissions with responsibility for screening 60+ incoming calls daily, inputting prospective student data and conducting campus tours
•  Served as a Nicholls State University Ambassador, giving presentations at orientations and other recruiting events including Colonel Day, an annual event that accommodates upwards of 500 prospective students and parents through question-and-answer sessions and campus tours

Administrative Assistant

I come from a small town in South Louisiana where it is normal to strike up a conversation at a grocery store and ask, "How's ya momma and 'dem?" Regardless of whether I have known this person my whole life or am meeting them for the first time, I try to figure out what we have in common to develop deep connections.

My strong focus on building relationships with clients and teammates to create memorable experiences allows me to maintain a sense of calmness and stability throughout various projects. I contribute to a positive and enjoyable atmosphere by bringing a lighthearted sense of humor to the workplace while still completing tasks efficiently.

I am capable of taking on different projects while working cross-functionality with Onboarding, Sales, Customer Care, and Strategic teams to align with our customers' goals. Throughout my years of experience, I have learned to lead with empathy, communicate effectively, and influence others. I consistently adapt my strategy on each project to ensure success and meet the unique needs of each client.

On a technical note, I am proficient with Zoom, Salesforce, Slack, Skilljar, Google Workspace, and Microsoft Office. Let's connect!

taplio

The Battle

Joe Marshall

Alison Bergeron

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