Financial Peace of Mind for High-Achieving Women and their Families
You carry a lot on your shoulders. We see you. We help you make the most out of your finances to live life on your terms. We help high-achieving women transform financial stress into strategic opportunity.
Financial Peace of Mind for High-Achieving Women and their Families
You carry a lot on your shoulders. We see you. We help you make the most out of your finances to live life on your terms. We help high-achieving women transform financial stress into strategic opportunity.
Financial Peace of Mind for High-Achieving Women and their Families
You carry a lot on your shoulders. We see you. We help you make the most out of your finances to live life on your terms. We help high-achieving women transform financial stress into strategic opportunity.
Helping Women from Companies Like These
Helping Women from Companies Like These
Helping Women from Companies Like These
Beyond Choosing Investments
Financial planning isn't just about numbers. It's about understanding the life you want to create. High-achieving women and their families face complex challenges that go beyond investment choices.
Beyond Choosing Investments
Financial planning isn't just about numbers. It's about understanding the life you want to create. High-achieving women and their families face complex challenges that go beyond investment choices.
Beyond Choosing Investments
Financial planning isn't just about numbers. It's about understanding the life you want to create. High-achieving women and their families face complex challenges that go beyond investment choices.
What Our Clients Say
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Disclaimer
What Our Clients Say
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Disclaimer
What Our Clients Say
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Shawn with Ballast Point [now Tessara Wealth] helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Allison F.
Daly City, CA
Shawn is great at what he does and he's also such a nice person and pleasure to work with. He is so positive and encouraging, remembers little details about your goals, and celebrates when you reach them. I always feel motivated after we meet and I've recommended Shawn to several friends who have been equally as impressed with him.
Sara V.
San Francisco, CA
Working with Ballast Point has been a great experience. I came to Shawn with a number of questions and concerns. He put me at ease and has become a coach of sorts-- I feel lucky to have him in my court. Now, I'm far more excited to think about my financial future, which is a very empowering experience. I recommend Ballast Point for anyone looking for personalized, knowledgeable support based on your goals and values. Thanks, Shawn!
Kristin E.
Asheville, NC
Shawn is extremely knowledgeable and has taught my husband and I a number of financial tips that have helped us optimize our finances. We were originally skeptical about committing to spending money on a monthly basis, but it's been well worth the money as he's really kept us on track and has saved us a great deal of time and money. In fact, Shawn has really paid for himself in multiple ways by bringing new tax saving ideas to the table each meeting. He also saved us so much time sifting through all of the info out there re: our 529, and helping us choose the right investments for our 401k. In summary, Shawn has simplified what many others have made complicated.
Cara G.
Manhattan, New York
Disclaimer
Your Money. Your Boldest Life.
Let's get you past just getting by — and start building something that lasts.
Navigating Career Strategies
Turn your career aspirations into strategic financial moves. We help our clients advocate for themselves to make sure they earn what they are worth.
Tax Preparation
We help women keep more of what they earn by getting taxes right with in-house tax preparation.
Opening Financial Doors
Make bold financial decisions that enable career shifts, time off, or early retirement.
Your Money. Your Boldest Life.
Let's get you past just getting by — and start building something that lasts.
Navigating Career Strategies
Turn your career aspirations into strategic financial moves. We help our clients advocate for themselves to make sure they earn what they are worth.
Tax Preparation
We help women keep more of what they earn by getting taxes right with in-house tax preparation.
Opening Financial Doors
Make bold financial decisions that enable career shifts, time off, or early retirement.
Your Money. Your Boldest Life.
Let's get you past just getting by — and start building something that lasts.
Navigating Career Strategies
Turn your career aspirations into strategic financial moves. We help our clients advocate for themselves to make sure they earn what they are worth.
Tax Preparation
We help women keep more of what they earn by getting taxes right with in-house tax preparation.
Opening Financial Doors
Make bold financial decisions that enable career shifts, time off, or early retirement.
Guidance That Understands You
We're not another stuffy financial firm. We're your strategic partner who speaks your language. With deep expertise and genuine empathy, we break down complex financial decisions into simple, actionable steps.
Our team combines cutting-edge financial strategies with real-world understanding. We celebrate your wins, big and small, and help you navigate financial challenges with confidence.
Guidance That Understands You
We're not another stuffy financial firm. We're your strategic partner who speaks your language. With deep expertise and genuine empathy, we break down complex financial decisions into simple, actionable steps.
Our team combines cutting-edge financial strategies with real-world understanding. We celebrate your wins, big and small, and help you navigate financial challenges with confidence.
Guidance That Understands You
We're not another stuffy financial firm. We're your strategic partner who speaks your language. With deep expertise and genuine empathy, we break down complex financial decisions into simple, actionable steps.
Our team combines cutting-edge financial strategies with real-world understanding. We celebrate your wins, big and small, and help you navigate financial challenges with confidence.
Life, Funded Beautifully
We handle the financial complexity, so you can reclaim your time and energy.
The Tessara Financial Planning Process
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Simplify Your Finances
Create a clear, manageable plan that fits your real life.
03
Breathe Easy
Build financial stability that gives you room to grow.
Life, Funded Beautifully
We handle the financial complexity, so you can reclaim your time and energy.
The Tessara Financial Planning Process
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Simplify Your Finances
Create a clear, manageable plan that fits your real life.
03
Breathe Easy
Build financial stability that gives you room to grow.
Life, Funded Beautifully
We handle the financial complexity, so you can reclaim your time and energy.
The Tessara Financial Planning Process
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Simplify Your Finances
Create a clear, manageable plan that fits your real life.
03
Breathe Easy
Build financial stability that gives you room to grow.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
What makes Tessara unique?
We combine investment management, tax planning, and life planning under one roof – with a focus on your entire financial ecosystem. Not only do we have an in-house CPA prepare your tax return, but also we provide forward looking tax advice to make sure there aren’t any surprises when April comes around.
Do you only work with high-achieving women?
We have found that we work best with high-achieving women and their families. However, if our approach resonates with you, please set up an Intro Call to see if we are a good fit to work together.
How is your fee structure different?
We offer transparent, flat-fee financial planning that grows with you – no hidden costs or kickbacks. You will receive a firm quote for your engagement before you begin working with us.
Do I really need a financial advisor?
If you're ready to be intentional about your wealth and design a life on your terms, the answer is yes. Our best clients like working with a trusted professional to help them look out for their blind spots. We often hear “I don’t know what I don’t know.” We recommend that you work with a financial advisor when there is complexity to your financial life and the stakes are high.
How do I know if I'm a good fit?
If you're ambitious, value expertise, and want a true financial partnership, let's talk.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
What makes Tessara unique?
We combine investment management, tax planning, and life planning under one roof – with a focus on your entire financial ecosystem. Not only do we have an in-house CPA prepare your tax return, but also we provide forward looking tax advice to make sure there aren’t any surprises when April comes around.
Do you only work with high-achieving women?
We have found that we work best with high-achieving women and their families. However, if our approach resonates with you, please set up an Intro Call to see if we are a good fit to work together.
How is your fee structure different?
We offer transparent, flat-fee financial planning that grows with you – no hidden costs or kickbacks. You will receive a firm quote for your engagement before you begin working with us.
Do I really need a financial advisor?
If you're ready to be intentional about your wealth and design a life on your terms, the answer is yes. Our best clients like working with a trusted professional to help them look out for their blind spots. We often hear “I don’t know what I don’t know.” We recommend that you work with a financial advisor when there is complexity to your financial life and the stakes are high.
How do I know if I'm a good fit?
If you're ambitious, value expertise, and want a true financial partnership, let's talk.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
What makes Tessara unique?
We combine investment management, tax planning, and life planning under one roof – with a focus on your entire financial ecosystem. Not only do we have an in-house CPA prepare your tax return, but also we provide forward looking tax advice to make sure there aren’t any surprises when April comes around.
Do you only work with high-achieving women?
We have found that we work best with high-achieving women and their families. However, if our approach resonates with you, please set up an Intro Call to see if we are a good fit to work together.
How is your fee structure different?
We offer transparent, flat-fee financial planning that grows with you – no hidden costs or kickbacks. You will receive a firm quote for your engagement before you begin working with us.
Do I really need a financial advisor?
If you're ready to be intentional about your wealth and design a life on your terms, the answer is yes. Our best clients like working with a trusted professional to help them look out for their blind spots. We often hear “I don’t know what I don’t know.” We recommend that you work with a financial advisor when there is complexity to your financial life and the stakes are high.
How do I know if I'm a good fit?
If you're ambitious, value expertise, and want a true financial partnership, let's talk.
You're overwhelmed by financial stress.
We're here to help you break free.
You're overwhelmed by financial stress.
We're here to help you break free.
You're overwhelmed by financial stress.
We're here to help you break free.
Contact: Shawn Tydlaska | Phone: 650-636-7526
340 Lorton Ave, Suite 216, Burlingame, CA 94010
Subscribe here to get personal finance tips delivered straight to your inbox.
© 2026 Tessara Wealth, All rights reserved
Contact: Shawn Tydlaska | Phone: 650-636-7526
340 Lorton Ave, Suite 216, Burlingame, CA 94010
Subscribe here to get personal finance tips delivered straight to your inbox.
© 2026 Tessara Wealth, All rights reserved
Contact: Shawn Tydlaska | Phone: 650-636-7526
340 Lorton Ave, Suite 216, Burlingame, CA 94010
Subscribe here to get personal finance tips delivered straight to your inbox.
© 2026 Tessara Wealth, All rights reserved