Customers & MarketEvent: September 3, 2026
Coastal Capital Advisors brought on two new clients with Chris.
Published
Signal category
Customers & Market
Quote
“Chris and I brought on 2 great new clients.”
— Joe Marshall|Coastal Capital Advisors team
Company
Coastal Capital Advisors
Financial planning & investing designed for tech professionals with equity compensation.
- Industry
- Investment Management
- Location
- Irvine, US
- Company size
- 9 employees
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?