Our Story
We started Coastal Capital Advisors because we both wanted something different for our clients, and for ourselves. Joe was at Procore Technologies a tech company in Santa Barbara, navigating the messy middle of equity compensation and big financial decisions with very little guidance. Chris was building his career at a large investment firm in Orange County, but knew the traditional model didn’t serve the kinds of clients he actually wanted to help.
We both saw limited futures in our respective paths and realized we wanted to build a firm on our terms, and one that helped our clients build lives on theirs.
We work primarily with tech professionals because that’s where we come from and because we’re in the same stage of life: growing careers, building wealth, starting families. This is a uniquely important window, and most people wait too long to get help. We’ve seen how much it can change the long-term picture when someone gets clear, thoughtful advice in their 30s and 40s: before mistakes compound and before options narrow.
We’re not trying to scale up and serve thousands. We want to work with a select group of people we know well. People we care about, and people who we can really help.
Chris Baum & Joe Marshall - Founders
Founder & CEO
Founder & COO
Chief Morale Officers