Tidemark Financial Partners

Tidemark Financial Partners is a financial planner in San Diego, CA. The firm provides independent wealth management and comprehensive financial planning services, specializing in developing holistic retirement plans that incorporate unique employer benefits. They serve a variety of specialized professionals, including biotech executives, engineers, educators, and tech employees. Their service offerings include 401(k) management, employer stock plan strategies, college planning, life insurance, tax planning, and estate planning.

The firm focuses on creating individualized strategies rather than a one-size-fits-all approach. Led by Managing Partner Tyler Abney, CFP®, AIF®, the team provides specialized guidance for clients with complex careers, including expertise in employee stock option strategies such as RSUs, ESPP, and NQSO. The firm emphasizes building long-term relationships rooted in a deep understanding of a client's industry, family goals, and values.

Located on Morehouse Drive in San Diego, the office is situated near the Japanese Garden and a local koi pond. The business is positioned near the intersection of Scranton Road and Mira Mesa Boulevard.

Tidemark Financial Partners is recognized for its high-quality financial analysis and commitment to a fiduciary standard. The firm's leadership has earned distinction as a Forbes/SHOOK Best-in-State Wealth Advisor, reflecting a proven track record of success.

Through specialized retirement and investment strategies, Tidemark Financial Partners helps professionals in San Diego navigate their unique financial landscapes.

Services:

• Comprehensive Financial Planning Services
• Holistic Retirement Planning
• Independent Wealth Management
• Individualized Financial Strategies
• Specialized Financial Solutions for Biotech Executives, Engineers, Educators