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

Marshall Real Estate

We work with Idaho & Orange County businesses in leasing, sales and purchase of commercial real estate.

President

AG Development Inc.

Managing Partner

Madison Street Partners

Experienced Partner with a demonstrated history of working in the commercial real estate industry. Strong entrepreneurship professional skilled in Negotiation, Team Building, Real Estate Transactions, Lease Administration, and Management. .

Partner / Commercial Real Estate Advisor

Orangewood Children's Foundation

Former Board Member

Voit Real Estate Services

Vice President

The Staubach Company

Associate Vice President

Concordia University

Head Men's Basketball Coach

Westmont College

Assistant Men's Basketball Coach & Assistant Athletic Director

Cal Poly San Luis Obispo

Assistant Men's Basketball Coach

Idaho State University

We represent tenants who lease space in institutionally-owned, Class A office and industrial buildings.  Our proven negotiation tactics help our clients obtain below market rent and obtain valuable concessions. 

Institutional owners are made up of investors that include insurance companies, endowment funds, hedge funds and real estate investment trusts. Their properties are best of class facilities that have minimal risk of becoming obsolete during the investment holding period.

Your tenancy represents tremendous value for the landlord, and not just in the rent you pay. You increase the landlords ability to receive more favorable terms when they refinance their loan or sell the asset. Our goal in every transaction is to obtain a below market rent and a strong concession package that reflects the quality of your company. 

Our services include:

< Negotiate New and Existing Leases
< New facility location
< Opinion of Value statements for commercial assets
<  Purchase and Sale of commercial real estate for business or investment purposes.

We are ready to compete on your behalf! Reach out on LinkedIn and let’s start a conversation.

Greg Marshall

taplio

The Battle

Joe Marshall

Greg Marshall

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