Shawn Tydlaska, CFP^®

MBA

Certified Financial Planner

Ballast Point Financial Planning

340 Lorton Ave, Ste 216
Burlingame, CA 94010

310-980-9490 CONNECT WITH Shawn

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am a fee-only fiduciary.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Shawn Tydlaska is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ballast Point Financial Planning in Burlingame, CA and the surrounding communities.

Financial Advisor Overview

Hi, I’m Shawn. I am the founder of Ballast Point Financial Planning, a fee-only practice dedicated to helping young professionals and families, like my own, set and achieve their financial goals. I’m passionate about using personal finance as a tool for empowerment to help you take control over your financial life. Together we will work as partners to get you on a path towards financial independence. In short, I will provide peace of mind around your money to make sure you are making smart financial decisions. I will partner with you to work through the financial stressors in your life. I believe that education is empowering, so I will be your partner to help you understand the financial challenges you face in your life so we can make an informed decision together. I will not be a “Big Brother” figure to you, watching every dime in your budget. But I will help you gain control over your finances, feel like you have some financial breathing room, and ensure you are making smart decisions with your money. My mission is to help you achieve the same sense of financial empowerment I felt when I took control over my financial life.

Financial Advisor Experience

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 myself for a successful career in 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Government & Military, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances