Shawn Tydlaska
BALLAST POINT FINANCIAL PLANNING
Burlingame, CA 94010
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CRD#: 5852455
Professional summary
Shawn Tydlaska, CFP® is a registered financial advisor currently at BALLAST POINT FINANCIAL PLANNING, LLC located in Burlingame, California.
Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Shawn has worked at 2 firms and has passed the Series 7 exam.
Biography
Shawn’s “A-ha!” career moment...
“When I graduated from UCLA, I was unprepared to manage my own finances. I was living beyond my means and my financial literacy skills were non-existent. I took it upon myself to improve my personal finance knowledge and I was hooked. I knew I found my professional calling and personal mission: To help others achieve the same sense of empowerment I felt when I took control over my financial life.”
On the personal side of things...
I met my wife Jen when we were both undergraduates at UCLA - Go Bruins! We are both California natives and enjoy very active lifestyles. We live in the Bay Area and on the weekends you may find us running a local road race, camping in Napa Valley out of our Subaru, fishing, spending time with our six nieces and nephews, skiing/snowboarding...pretty much anything outdoors. We also enjoy photography, travel, and ample amounts of sunscreen.
We love road trips and have driven across the country five times together. I have visited 48 out of the 50 states, but still need to hit Alabama and South Carolina.
I am an avid runner and in 2017 I set my personal best time of 2:50:22 (6:30 min/mile) at the California International Marathon. To date I have completed 13 marathons including finishing 19th overall at the 6th hardest marathon in the world as rated by the Weather Channel.
Question & Answer
What are your service offerings?
Debt Management
Education Planning
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Insurance Planning
Investment Planning
Budgeting
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Middle Income Client Needs
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Tydlaska's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
April 22, 2016 - Present
BALLAST POINT FINANCIAL PLANNING, LLC
Office #1: 340 Lorton Ave Ste 216, Burlingame, CA 94010RIA
CRD#: 283295
Burlingame, CA
Past
January 28, 2011 - June 3, 2011
WFP SECURITIES
BD
CRD#: 35098
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BALLAST POINT FINANCIAL PLANNING, LLC
BALLAST POINT FINANCIAL PLANNING, LLC
CRD#: 283295 / SEC#: 801-132445
RIA
Registered Investment Advisory firm - (4/22/2025 Approved)California
Registered Investment Advisory firm - (5/23/2025 Terminated)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Kansas
Registered Investment Advisory firm - (4/23/2025 Terminated)Louisiana
Registered Investment Advisory firm - (4/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/1/2025 Terminated)Oregon
Registered Investment Advisory firm - (5/12/2025 Terminated)South Carolina
Registered Investment Advisory firm - (10/25/2022 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (5/6/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/22/2016)
IAR
Louisiana(5/24/2021)
IAR
Texas(8/27/2020)
IAR
Virginia(8/14/2023)
Exams
General Industry/Product Exam
Current Firm
BALLAST POINT FINANCIAL PLANNING, LLC
BALLAST POINT FINANCIAL PLANNING, LLC
CRD#: 283295 / SEC#: 801-132445
RIA
Registered Investment Advisory firm - (4/22/2025 Approved)California
Registered Investment Advisory firm - (5/23/2025 Terminated)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Kansas
Registered Investment Advisory firm - (4/23/2025 Terminated)Louisiana
Registered Investment Advisory firm - (4/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/1/2025 Terminated)Oregon
Registered Investment Advisory firm - (5/12/2025 Terminated)South Carolina
Registered Investment Advisory firm - (10/25/2022 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (5/6/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
340 Lorton Ave Ste 216, Burlingame, CA 94010
Mailing Address
Phone number
(650) 636-7526
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 130,333,588 |
Red Flags
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Company Information
BALLAST POINT FINANCIAL PLANNING, LLC
CRD#: 283295Burlingame, CA 94010TRUST BUT VERIFY
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Contact information
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