Procore Employees — Coastal Capital Advisors

Our Experience Working With Procore Employees

Our team has a wealth of experience in working with clients at Procore. And fun fact: before I became a financial advisor and helped start Coastal Capital Advisors, I (Joe) actually worked at Procore for 4 years (employee #450!).

We’ve helped Procore employees make decisions around their Procore equity, maximize their 401k, and optimize their cash flow. And we've designed financial plans that are tailor made for Procore employees to achieve their dreams.

Our Role In Your Financial Life

Think of us as a guide. Or sherpa. That’s more fun.

A big part of our job is helping you understand the wide-ranging benefits Procore offers. More importantly, how each benefit connects to the rest of your financial life.

We recognize each of our clients has their own priorities and agenda. For some, that may be owning real estate. For others, that may be retiring in Costa Rica in 10 years.

Based on your dreams, we want to make sure you make the most of your benefits so you can get there.

Want to Learn More?

To learn more about what happens when your RSUs vest, read here.

To go more in depth on financial planning for Procore employees, check out our financial planning for Procore employees whitepaper

To get started on designing your financial strategy, schedule a call to work with us 1:1