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

Tri Counties Bank

Southern California Middle Market Leader

Fifth Third Bank

Senior Vice President

City National Bank

Senior Banker

Comerica Bank

Recruited to enhance and inject energy into a sales culture, maintain credit & underwriting discipline, and expand solution wallet to existing clientele outside of core lending products.

Bank of America Merrill Lynch

Recruited to deepen and further penetrate BofA's Middle Market business in Ventura County, Los Angeles County, and the Inland Empire.  Responsible for full deal execution and co-managing all new relationships post-close.

Client Acquisition

Developed a strategy to enhance CNB's presence in Southern CA which resulted in over 25 new relationships to the Bank and further deepening opportunities with over 100 existing clients.

Credit Officer | Middle Market Banker

I lead dynamic relationship coverage and deal teams that focus on strategic capital advisory, financial risk management, and mergers & acquisitions.

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The Battle

Joe Marshall

Jason T. Fukushima

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