Financial planning & investing designed for tech professionals with equity compensation.
We help you make better financial decision around questions like:
Should I exercise my stock options?
How can I not get killed with taxes?
I have a lot of company stock. What should I do?
My company might go public. What does that mean?
Should I contribute to a Roth or Traditional 401k? What about my ESPP?
How do you use your money to live the life you want?
Why Coastal Capital?
Not all financial advisors are The same
Simplicity
Finances shouldn’t feel like rocket science.
Fiduciary
We are required, by law, to act in your best interest.
Specialized
We work specifically with tech professionals with equity compensation
Transparency
No commissions and no hidden fees
Meet Chris and joe
Welcome! We are financial planners and the founders of Coastal Capital Advisors, an independent investment advisory firm for tech professionals with equity compensation. We both come from the tech world and love to geek out on personal finance. Read more about our story of how we partnered to start Coastal Capital Advisors.
