Coastal Capital Advisors

We work with people in tech navigating their equity compensation, maximize employee benefits, and plan for their future.

We believe that the right financial plan and investment strategy will help people reach their financial goals and dreams.

Co-Founder & Partner

Private RIA

Portfolio Manager at Registered Investment Advisory firm managing approximately $3 billion AUM

Portfolio Manager
- Communicate and review financial planning with current and prospective clients
- Implement strategies to best optimize client unique situations
- Work alongside individuals and family to achieve their financial goals

Trader
- Build trading blocks for equity and fixed income securities
- Execute trades through trading software and prorate/post trades to client accounts
- Rebalance and review accounts after fund flows (deposits/withdrawals)

Analyst
- Responsible for select stocks and industries within the portfolio
- Help set limits for buy/sell orders based on price to intrinsic value
- Stay up-to-date on news, earnings reports, and events that could alter stock valuation

Portfolio Manager

Working alongside individuals and families throughout their financial journey in life.

How we help:
Investment Management - helping clients make smart investing decisions by managing client portfolios and advising on other/outside investments.
Financial Planning - all the questions and financial goals that come up throughout life that we're never taught about.

Taplio

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Chris Baum, CFA

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