Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Tydlaska is a financial advisor with Ballast Point Financial Planning, LLC, a Registered Investment Advisor located in Burlingame, CA. Shawn has been in the financial services industry since 2011. Shawn is a CERTIFIED FINANCIAL PLANNER™ professional. Ballast Point Financial Planning, LLC specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/14/2023 - Present
Ballast Point Financial Planning, LLC (BURLINGAME CA)
CA
01/28/2011 - 06/03/2011
WFP SECURITIES (SAN DIEGO CA)
BC
Issued 01/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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