Joe Marshall
I help tech professionals become work optional
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Coastal Capital Advisors
Joe Marshall
Santa Barbara, CA
Serving Clients Nationwide
I help tech professionals become work optional
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Joe Marshall. Before Coastal Capital, I worked in sales for Procore, a hypergrowth software company. While the company was great and I absolutely loved the people I worked with, I knew it wasn’t my long term plan. I wanted something that would have a direct impact on changing lives.Ultimately, my wife and I decided to take a chance and walk away from the corporate life so I could follow my passion for financial planning.
One of my favorite parts of my job is that I was in my client’s shoes. I have first-hand knowledge navigating stock options, benefits, job opportunities, 401ks, and promotions, all while trying to spend time with friends and family.
I was fortunate to work for a great company and see the potential a career in tech can provide. My goal is to help the families I serve make the most of it.
When I’m not meeting with clients and practicing financial planning, you can find me surfing, watching movies, or spending time with my family. I live in Santa Barbara with my wife Carly, daughter Cosy, and dog Groot.
Affiliations
- The AGC
Primary Location
424 Olive Street, Santa Barbara, CA, 93101
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to book your initial Get To Know You call. This is a quick meeting to figure out if it makes sense to work together. The goal with this meeting is to get to know you, your situation, and what you're looking for in financial planner. We then share how we work with our clients so you can leave this meeting knowing if we're the right fit. If we determine that we're not the right advisors for you, we'll refer you to other advisors we’ve vetted in our network who may be a better fit. We're looking forward to getting to know you.Offers Investment Management
Yes
About our Firm
At Coastal Capital Advisors, we specialize in financial planning & investing designed for tech professionals with equity compensation.We help you make better financial decision around questions like:
✔️ Should I exercise my stock options?
✔️ How can I not get killed with taxes?
✔️ I have a lot of company stock. What should I do?
✔️ My company might go public. What does that mean?
✔️ Should I contribute to a Roth or Traditional 401k? What about my ESPP?
How do you use your money to live the life you want?
Why Coastal Capital?
Not all financial advisors are the same.
SIMPLICITY
Finances shouldn’t feel like rocket science.
FIDUCIARY
We are required, by law, to act in your best interest.
SPECIALIZED
We work specifically with tech professionals with equity compensation.
TRANSPARENCY
No commissions and no hidden fees.
Education
Westmont College, Bachelor of Arts (B.A.), Communication Studies
Hobbies and Interests
- Family
- Movies
- Surfing
SEC Lookup
View DisclosureWho We Serve
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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