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

CEO/Publisher AdvisorHub LLC

Tony Sirianni is a 35 year industry vet, the publisher of two of the most successful Financial Advisor magazines in the industry, and the force behind the AdvisorHub website, the number one news site for Financial Advisors. He is the host of the top rated Tony Sirianni podcast, which features the industry's best  CEOs, advisors, and thought leaders. He created an Advisor focused events business that gives thousands of advisors access and networking opportunities, along with national recognition in his annual 1,000 Advisors to Watch list.
He is a consultant for Fortune 100 banks and Advisory firms, and a minority interest investor in a portfolio of RIAs. He is a founding partner in Steward Partners and Washington Wealth management, which later became Kestra Private Wealth, and a former Managing Director at 3 Wirehouse firms.
Tony has a Law degree and a Masters Degree and lives in Virginia with his family.

Tony Sirianni

Open article: Concurrent Adds 22 Teams and $5.1 Billion in Assets in 2025 — Firm Assets Reach $34 Billion by advisorhub.com

Concurrent Adds 22 Teams and $5.1 Billion in Assets in 2025 — Firm Assets Reach $34 Billion

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