Tyler Abney is Tidemark’s lead Financial Planner. He brings his deep level of financial knowledge to give specialized advice to clients with specialized careers. His experience in employee stock options strategies (RSUs, ESPP, NQSO) and retirement planning allows him to provide career-specific guidance to his clients.
After earning his degrees in both Political Science and Management Science, Tyler continued his education at Boston University and passed the rigorous Certified Financial Planner™ exam to build his craft of holistic financial planning services.
At the age of 25, Tyler was named a Branch Manager while honing his skills as an investment consultant at major brokerage companies. He then returned to his entrepreneurial roots, with partner and Tidemark co-founder Josh Stipcich, to focus on providing specialized financial advice to clients with specialized careers.
Most recently, he was recognized as one of the Best-In-State Wealth Advisor* by Forbes in the 2024 Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry.*
Tyler and his wife, Ashley, are natives to the San Diego area. They welcomed their son, Jackson, in 2016, and second son Hudson, in 2019.
CA Insurance Lic. #0F20586
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Tidemark LLC., a registered investment advisor and separate entity from LPL Financial. LPL Financial, Forbes, SHOOK Research and Tidemark Financial Partners are all separate entities. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.
Professional Designations
Accredited Investment Fiduciary (AIF)
CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
The AGC
Primary Location
5405 Morehouse Dr. Suite 345 San Diego, CA 92121
Additional Locations
📍 6907 El Camino Real, Suite A Atascadero, CA 93422
Click the 'Book Intro Call' button above to schedule a time for us to meet. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About Tidemark Financial Partners
A tidemark is the line that’s left on the beach after the tide has reached its highest point — the place where you can clearly see the evidence of the water’s farthest reach. No matter how strong the wind or how high the waves, the tide goes in and out with total predictability.
That same kind of consistency defines the Tidemark Financial Planning philosophy. Our firm was founded on the idea that a steady approach always wins. We work with the long view in mind, making and executing well-thought-out plans in close collaboration with our clients.
We offer years of experience in wealth and income management, tax planning, strategizing for retirement, estate planning strategies and risk management. Our clients are individuals, families and small-business owners from a wide range of industries. No matter who you are and what life stage you’re in, we can help you define where you are today and where you see yourself tomorrow.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Tidemark LLC., a registered investment advisor and separate entity from LPL Financial.
Education
UC San Diego, Bachelor's Degree, Management Science & Political Science
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