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

____________________________

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

Morgan Stanley

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NMLS# 2496175

Financial Advisor

KDP Wealth Management, LLC

Build trusting relationships through engagement and analysis. Create actionable results and recommendations for clientele to improve their financial lives.

Financial Planning Analyst

HUMAN SERVICES, OREGON DEPARTMENT OF

Social Service Specialist- Child Welfare

Northwest Regional Re-entry Center

Case Management Technician

When you choose to work with me, you can rest easy knowing that I will act in good faith, be diligent to learn and understand your goals and values and help identify the appropriate strategies that can help achieve your goals. 

I belong to an outstanding team with nearly seven decades of combined experience and we are passionate about helping others to better their lives and achieve their goals. We believe that we are stronger as a community than as individuals and share a desire to connect with people and care for their family’s legacy. 

Equipped with the knowledge and experience to help our clients navigate the financial world, we aim to simplify finances, preserve income during retirement, and transition the wealth of our clients to those they love and the causes they care about.

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Joe Marshall

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