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#13 Can An Investment Advisor Subscription Model Work? w/ Shawn Tydlaska Founder & CEO of Ballast Point Financial Planning

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In today’s episode of the Financial Advisors Podcast, we have Shawn Tydlaska (@ShawnTydlaska) is a certified financial planner and holds an MBA from the University of Michigan – Ross School of Business. Shawn also holds a BA in Economics and a Minor in Education from UCLA.

After graduating from UCLA, Shawn was unprepared to manage his own personal financial life. Credit scores, 401(k)s, and budgeting were all foreign concepts and he felt overwhelmed. When he started to learn how to best manage his own finances, he was immediately hooked. He knew he found his professional calling to help others achieve the same sense of empowerment he felt when he took control of his finances. Shawn launched Ballast Point Financial Planning in 2016 to help people in achieving their financial goals and dreams.

https://www.linkedin.com/in/shawntydlaska/

https://twitter.com/ShawnTydlaska

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Interested in working at FourStar: https://fourstarwealth.com/Advisors

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Adding Inclusion & Diversity In Your Financial Practice? | Clip from FAW #13

Best Moments From FAW #13 w/ Shawn Tydlaska Founder & CEO of Ballast Point Financial Planning

DISCLAIMER:

This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations please consult the firm’s form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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