Coastal Capital Advisors

www.coastalcapitaladvisors.com

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?

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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?

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State

California

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City (Headquarters)

Irvine

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Employees

1-10

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Potential Decision Makers

  • Founder and Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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