Ballast Point Financial Planning
Fee-Only Financial Planner located in Burlingame, CA and serving the San Francisco region and clients nationwide
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 2009 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.
Shawn Tydlaska is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
No matter your level of wealth, I believe that everyone should have access to qualified independent financial advice. From a free initial consultation with ongoing financial literacy content to a comprehensive financial plan, we will partner together to empower you with the financial tools you need to take control over and improve your finances.
What I offer: COMPREHENSIVE FINANCIAL PLANNING
We will follow a three-step process to create a comprehensive financial plan that aligns your financial goals with your values.
1. First, we will understand what money means to you and how it fits into your life. Then we will organize your finances so you have a clear picture of where you currently stand right now.
2. Next, we will talk about your financial goals. What are your short, medium, and long-term goals? What are your dreams? We will work together to clarify your goals so that they are crystal clear and tangible.
3. Finally, we will create actionable steps to get you on a path towards financial independence.
This process is not something we do once and set aside on the bookshelf. Like physical fitness, your financial fitness needs constant attention throughout your career and beyond. But don’t worry, I will be there every step of the way to guide you and to make sure your money is working hard!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Shawn Tydlaska is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Shawn Tydlaska is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Shawn Tydlaska is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Shawn Tydlaska
1405 Oak Grove Ave
Burlingame, CA 94010
San Francisco, CA