Ballast Point Financial Planning, LLC

Hi! We are Ballast Point Financial Planning, an independent fee-only practice dedicated to helping young professionals with equity compensation achieve their financial goals. We provide comprehensive financial planning, tax preparation, and investment management all under one roof. We act as a thinking partner to help you make informed decisions that align with your values. Our physical offices are located in Burlingame, CA and Orlando, FL, but we conduct all our meetings virtually and can work with clients across the country. Our founder, Shawn Tydlaska, started Ballast Point in 2016 with a vision to positively impact the lives of 1 million people through personal finance.

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Advisors at this Office

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This Office

450 S. Orange Ave., 3rd Floor Orlando, FL 32801 Phone: (407) 765-6862

Primary Office

340 Lorton Ave Ste 216 Burlingame, CA 94010-4126 Phone: (650) 636-7526

Other Offices

450 S. Orange Ave., 3rd Floor Orlando, FL 32801 Phone: (407) 765-6862