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Joe Marshall

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I used to work in software sales for Procore (a hypergrowth SaaS company) before I became a financial planner and co-founder of Coastal Capital Advisors. We primarily work with tech professionals, and most have some form of equity compensation. At some point, you get to a point where you no longer want to manage every part of your finances on your own. As life moves along, typically your financial + life complexity begins to increase. You get great promotions. You buy a house. You start a family. You run from work to basketball practice to a dance recital. There isn't time to manage all the finances on your own. But you still have questions: ❓What do I do with my equity comp (ISO, RSU, NSO, ESPP)? ❓Should I contribute to a Roth or traditional 401k? ❓How do I lower my tax bill? ❓I'm so busy with family and work, how do I make sure I'm on the right track? We exist to help you answer those questions and put a plan in place unique to you + your family. Because at the end of a long day, you want to pursue your dreams, spend time with friends and family, and get rid of some stress, not research tax strategies and investments. ✅If you are a tech professional looking to maximize your earnings & equity, I encourage you to check out my content here on LinkedIn, our website, or subscribe to our newsletter. Website: www.coastalcapitaladvisors.com Tech Financial Planning Newsletter: https://mailchi.mp/fd781696f237/tfp-landing-page

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