Joe Marshall, a financial planning and investment management expert, is the co-founder and partner of Coastal Capital Advisors. With a degree in Communication Studies from Westmont College, Joe helps investors build their wealth, streamline their financial life, and work towards their future. His aim is to make finances uncomplicated yet profitable. He believes in securing his clients' financial well-being without scaring them with complex and formal financial jargons. Joe has worked with various companies in his career, including Procore Technologies, Citi, AppFolio Inc., and Meem Media, and has tremendous expertise in account management, business development, sales, and implementation. However, his paramount interests include health and fitness, surfing, coffee, and ballroom dancing with his wife.