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Coastal Capital Advisors

Who We Serve

Tech Professionals

Procore Employees

Talk With An Advisor

Meet The Team

Chris Baum & Joe Marshall - Founders

CHRIS BAUM, CFA

Founder & CEO

JOE MARSHALL

Founder & COO

Dixie & Groot

Chief Morale Officers

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Coastal Capital Advisors, 424 Olive Street, Santa Barbara, CA, 93101, United States805-892-6369joe.marshall@coastalcapitaladvisors.com