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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

Check out Joe Marshall's verified LinkedIn stats (last 30 days)

Followers
7,940
Posts
0
Engagements
0
Likes
0

What is Joe talking about?

taxclientstrading
  • frequency
  • engagement

Who is engaging with Joe

Ryan Parkman profile picture
Cammie Tan profile picture
Michael Maye CFP ®, CPA/PFS profile picture
Chris Brophy profile picture
James E. Mayer, Jr., CRPS, C(k)P profile picture
Ryan Cornett profile picture
Austin Geraghty profile picture
Greg Marshall profile picture
Andres Rodriguez profile picture
Nic Nielsen, CFP® profile picture
Darrin Heflin profile picture
Joe Conroy, CFP® profile picture
Jacob Miller profile picture
Jason T. Fukushima profile picture
Jarrett Holmes, QAFP™ profile picture
Tony Sirianni profile picture
Kristina West, AAMS® profile picture
Alison Bergeron profile picture
Steven Barash profile picture
Chris Snyder, MBA, CPFA profile picture
sobia kaleem profile picture
John Odibo profile picture
James Kehler, RIS profile picture

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