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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