Joe Marshall

Joe Marshall is the co-founder and partner of Coastal Capital Advisors, a financial advisory firm.3 He specializes in financial planning and investment management, with a focus on helping tech professionals manage their equity compensation and avoid financial mistakes.4

Background and Expertise

Joe grew up in Irvine, California, and has been friends with his business partner, Chris Baum, since elementary school.3 His professional experience includes:

• Navigating stock options, employee benefits, job opportunities, 401(k)s, and career promotions1
• Providing financial advisory services, wealth management, and retirement planning2
• Developing long-term financial strategies to help clients achieve their financial goals5

Professional Presence

Joe maintains an active online presence to share his expertise and connect with clients:

• LinkedIn: His profile can be found under the username "marshalljoe"2
• Twitter: He tweets under the handle @Joe_A_Marshall, where he shares insights about equity compensation and financial planning for tech professionals4

Coastal Capital Advisors

As co-founder of Coastal Capital Advisors, Joe works alongside Chris Baum to provide personalized financial services. The firm is located in Santa Barbara, California, with their office address at 424 Olive St.6

Joe Marshall is registered as an Investment Adviser with the SEC, demonstrating his commitment to regulatory compliance and professional standards in the financial advisory industry.6