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.