Shawn Tydlaska (CFP®, MBA)

Shawn Tydlaska focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice without Ongoing Management
  • Millennials
  • Novice Investors
  • Tax Planning

Planning Specialties

After graduating from UCLA with a degree in Economics, I was unprepared to manage my own personal financial life. Credit Scores, Emergency Funds, and 401(k)s were all foreign concepts to me and I felt overwhelmed. When I started learning how to best manage my own personal finances, I was hooked. I knew I found my professional calling and personal mission. At the time, I was working for one of the largest institutional investment firms in the world and I took it upon myself to prepare for a successful career transition into personal finance. 

I earned my CFP® (Certified Financial Planner™) designation in 2010 to learn the fundamental skills of comprehensive financial planning, covering the topics of Insurance, Investments, Estate Planning, Education Planning, Cash Flow Management, and Retirement Planning. I then worked for a variety of private wealth management firms to cut my teeth in client service and the soft skills of financial planning. Next, I earned my MBA from the University of Michigan - Ross School of Business (graduating with High Distinction) to learn how to run a successful business and scale financial planning.

I launched Ballast Point Financial Planning to be your accountability partner in achieving your financial goals and dreams. 

Additional Information

Shawn’s “A-ha!” career moment...

“When I graduated from UCLA, I was unprepared to manage my own finances. I was living beyond my means and my financial literacy skills were non-existent. I took it upon myself to improve my personal finance knowledge and I was hooked. I knew I found my professional calling and personal mission:  To help others achieve the same sense of empowerment I felt when I took control over my financial life.”

On the personal side of things...

I met my wife Jen when we were both undergraduates at UCLA - Go Bruins! We are both California natives and enjoy very active lifestyles. We live in the Bay Area and on the weekends you may find us running a local road race, camping in Napa Valley out of our Subaru, fishing, spending time with our six nieces and nephews, skiing/snowboarding...pretty much anything outdoors. We also enjoy photography, travel, and ample amounts of sunscreen. 

We love road trips and have driven across the country five times together. I have visited 48 out of the 50 states, but still need to hit Alabama and South Carolina. 

I am an avid runner and in 2017 I set my personal best time of 2:50:22 (6:30 min/mile) at the California International Marathon. To date I have completed 13 marathons including finishing 19th overall at the 6th hardest marathon in the world as rated by the Weather Channel.

NAPFA Start Date

May 05, 2016


This Office

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