Coastal Capital Advisors

Investment Management • Irvine, California, United States • 1-10 Employees

Company overview

Headquarters	Irvine, California, United States
Phone number	+18058926369
Website	coastalcapitaladvisors.com
NAICS	5231
Keywords	Investing, Financial Planning, Taxes, Equity Compensation
Employees	1-10
Socials

Key Contacts at Coastal Capital Advisors

Joe Marshall

Founder & Financial Planner

Chris Baum

Co-Founder & Partner

Coastal Capital Advisors Email Formats

Coastal Capital Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@coastalcapitaladvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@coastalcapitaladvisors.com	100%

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?

Coastal Capital Advisors revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Entry

Senior

Employees by Department

Coastal Capital Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Coastal Capital Advisors has never raised funding before.

Coastal Capital Advisors Tech Stack

Discover the technologies and tools that power Coastal Capital Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

core-js

JavaScript libraries

Frequently asked questions

Coastal Capital Advisors is located in Irvine, California, US.

You can reach Coastal Capital Advisors at +18058926369.

Coastal Capital Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Coastal Capital Advisors

Joe Marshall

Founder & Financial Planner

Chris Baum

Co-Founder & Partner

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