Tidemark Financial Partners
Financial Services • 
San Diego, California, United States • 1-10 Employees
Company overview
| Headquarters | 5405 Morehouse Dr, Suite 345, San Diego, CA 92121, US |
| Phone number | +18054662045 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | College Planning, Retirement Planning, Life Insurance, Financial Planning, Tax Strategies, 401 (K) Management, Employee Stock Purchase Plans (Espp'S), Incentive Stock Option Plans (Iso'S), Restricted Stock Options (Rsu'S), Stock Option Grants, 401K Services |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Tidemark Financial Partners
Lisa Aoki
Investment Operations Director
Tidemark Financial Partners Email Formats
Tidemark Financial Partners uses 2 email formats. The most common is {first initial} (e.g., j@tidemarkfp.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tidemarkfp.com | 72.7% |
{first name} | john@tidemarkfp.com | 27.3% |
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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.tidemarkfp.com Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Tidemark LLC., a registered investment advisor and separate entity from LPL Financial.
Tidemark Financial Partners revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Tidemark Financial Partners has 7 employees across 2 departments.
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Number of employees
Funding Data
Tidemark Financial Partners has never raised funding before.
Tidemark Financial Partners Tech Stack
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