We work with young professionals who have equity compensation and first-generation wealth builders.
We provide comprehensive financial planning, tax preparation, and investment management all under one roof.
How can we help you?
Hi! We are Ballast Point Financial Planning, an independent fee-only practice dedicated to helping you set and achieve your financial goals. We believe that you are the expert in your own life and we are here to help you step into the person you were meant to be. Our physical offices are located in Burlingame, CA and Orlando, FL, however we work with clients across the country.
We work as your guide to get you on a path towards financial independence (AKA time freedom). As a fiduciary to you and your goals, we strive to help you make your future bigger than your past. Many clients find it extremely attractive to have their financial planning, tax planning and preparation, and investment management all integrated by one professional.
We were founded by Shawn Tydlaska in 2016 who had a vision to use personal finance as a tool to positively impact the lives of 1 million people.
Our clients work at companies such as:
How it all began
Ballast Point Financial Planning was established in 2016. Watch this video to learn our backstory and how we can help you.
Don’t just take our word for it
Check out our Yelp page to see what other clients are saying about their experience.
Investopedia Top 100 Advisor 2023
The Top 100 list does not signify an endorsement or testimonial on behalf of Investopedia. The criteria for the award is based on reach, commitment to financial literacy, and community support. To find out more regarding the methodology, click here.
