Joe Marshall
Before Coastal Capital, I worked in sales for Procore, a hypergrowth software company. While the company was great and I absolutely loved the people I worked with, I knew it wasn’t my long term plan. I wanted something that would have a direct impact on changing lives.
Ultimately, my wife and I decided to take a chance and walk away from the corporate life so I could follow my passion for financial planning.
One of my favorite parts of my job is that I was in my client’s shoes. I have first-hand knowledge navigating stock options, benefits, job opportunities, 401ks, and promotions, all while trying to spend time with friends and family.
I was fortunate to work for a great company and see the potential a career in tech can provide. My goal is to help the families I serve make the most of it.
Personal
When I’m not meeting with clients and practicing financial planning, you can find me surfing, watching movies, or spending time with my family. I live in Santa Barbara with my wife Carly and dog Groot.