Jen S.
8/27/2018
I just completed Shawn's first five-week bootcamp in personal finance and it was terrific. I feel so relieved to finally have specific guidance and a plan on everything from goal-setting to...
Ballast Point Financial Planning
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(26)
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340 Lorton Ave
Burlingame, CA 94010
Ballast Point Financial Planning is an independent fee-only practice based in Burlingame, CA and Orlando, FL, offering comprehensive financial planning, tax preparation, and investment management services to young professionals with equity compensation and first-generation wealth builders across the country.
Founded in 2016 by Shawn Tydlaska, the practice aims to positively impact the lives of 1 million people by using personal finance as a tool to help clients achieve financial independence and time freedom. As a fiduciary, Ballast Point Financial Planning integrates financial planning, tax planning and preparation, and investment management to guide clients towards a future that surpasses their past.
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Reviews
5.026 reviews
Allison F.
6/17/2024
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had...
Nate M.
8/12/2024
We've had a really great experience with Ballast Point -- and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for...
John H.
3/2/2017
Shawn was very knowledgeable and prepared when he worked with me on my financial assessment. I was already pretty knowledgeable about personal finances and investing going into our meeting, yet I...
Rachel R.
1/3/2023
Shawn served as our financial planner over five years ago and he was so helpful that we *still* use the tools, templates, and best practices he gave us to keep our financial house in order, long...
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