Company intelligence
Coastal Capital Advisors
Financial planning & investing designed for tech professionals with equity compensation.
About Coastal Capital Advisors
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?
Verified activity
Signals from Coastal Capital Advisors
5 published signals
Customers & Market
Coastal Capital Advisors surfed twice at the Rincon venue on a fun but uncrowded day in August.
Reported by Joe Marshall
Customers & Market
Coastal Capital Advisors participated in an annual guys trip in Newport with two high school buddies who flew out from Georgia and Boston.
Reported by Joe Marshall
Customers & Market
Coastal Capital Advisors had a client who started with them earlier this year go completed dark and let them know they didn't need their services.
Reported by Joe Marshall
Customers & Market
Coastal Capital Advisors got Cosy on a boogey board for the first time in August.
Reported by Joe Marshall
Customers & Market
Coastal Capital Advisors brought on two new clients with Chris.
Reported by Joe Marshall