Tyler Abney, CFP®, AIF®

Tyler Abney, CFP®, AIF®

Financial Consultant

 

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 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 mastering his role 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. 

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.