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.

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

Josh Stipcich is the co-founder of Tidemark Financial, providing his experience in retirement planning through client-specific advice and guidance to accomplish financial goals.

For over 15 years, Josh has been specializing in helping clients understand their retirement accounts, social security, pensions, as well as medical care. In addition to his emphasis on retirement income planning, Josh executes Tidemark’s business development through office operations and implementing internship programs for students who seek a hands-on experience in the financial services field.

Josh’s career in the financial services industry began after earning his Finance degree at Montana State University in Bozeman. After servicing clients as a credit specialist at a major bank, Josh moved to San Diego to pursue his profession as a financial planner. Josh and his wife, Tami, have two children Liam & Mila.

CA Insurance Lic. #0E98467

Lisa earned her degree in Financial Planning and Services at San Diego State University, and upon completion of the Tidemark Financial Partners’ internship program she was offered a position to join our team. She later completed her Masters in Finance at University of San Diego to take on an investment-focused role at our firm.

Lisa is Tidemark’s Investment Operations Director, responsible for trading, research & analysis, and portfolio management. She is a CFA® charterholder and also a member of the CFA San Diego Society.

Outside of work, Lisa enjoys fitness, cooking, and spending time with friends and family.

Frank Alvarez specializes in providing financial advice and plans to Engineers. As someone who enjoys math and detail-oriented work, Frank recognized his natural fit for working with professionals who value facts and results based on underlying numbers.

Frank earned a bachelor’s degree in economics at San Diego State. He is Bilingual in Spanish and English, committed to offering professional financial advice to a wide range of clients, as well as being a dedicated volunteer in his church’s ministry for the homeless.

CA Insurance Lic. #0K24176

Jared’s deep connection within the community has led him to assist the vibrant scene of Tech employees with their financial planning and retirement planning.

With his background and financial experience, he helps his clients build their retirement by identifying their goals and integrating a holistic financial plan. This process involves investment management, effective tax strategies, life insurance needs, future college planning, and estate planning ideas.

He ties this individual-focused planning in with other strategies available to Tech employees by designing and implementing analysis for their employer-sponsored stock plans and stock option benefits.

CA Insurance Lic. #4058183

“I was very fortunate to grow up in family that made financial planning and fiscal responsibility a top priority. I was taught very early on that you can live the life you want to live if you plan for the things you want to do and have. I feel very blessed to be able to help others pursue their financial goals and dreams.”

Brad grew up in Redding, California and earned his Bachelor’s degree in finance from San Diego State University.  He has been working in financial services continuously since 2001.

Brad and his wife, Alicia, enjoy traveling with their 3 children and participating in their youth activities.  In his free time, Brad coaches youth soccer and baseball.

CA Insurance Lic. #0D34302

A native to San Diego, Anthony seized the opportunity to return to the area after attending Southern Illinois University.  Armed with formal management education, an experienced leader in volunteer organizations,  and proven business success, he has been a trusted resource in financial services.

Both personally and professionally, Anthony implemented techniques taught by Dave Ramsey for budgeting and debt elimination.  This became a cornerstone of his work as a Certified Mortgage Planning Specialist, helping people in all aspects of home ownership and real estate investments.

Anthony’s practical business knowledge and financial specialization, he was recruited to become a Financial Advisor, which was a natural fit considering his work to help in his clients obtaining Financial Peace.  With his experiences, he can help people in all aspects of financial planning, including cash management, asset accumulation, retirement, and estate planning, 401(K) administration and many other aspects of personal and business financial responsibility.

One such personal experience was lessons he learned through his own divorce.  Whereas it was an amicable split, there were still financial questions that went unanswered.  It is well known that finances can break up a marriage, the stressful time of a divorce only heightens money issues.  Anthony committed himself to being a resource for people during these times and has obtained the designation Certified Divorce Financial Analyst.  He works closely with individuals through the entire divorce process: pre-divorce, mediation, litigation, and post decree.

Anthony specializes in all major life transitions and is honored to be a positive impact helping others achieve their goals and dreams.

CA Insurance Lic. #0G65930

Giovanna earned her degree in Financial Planning and Services from San Diego State University in 2023. Throughout her education, she earned valuable client knowledge and skill through her experiences in various work environments that has attributed to her role today.

As our Client Service Associate, Giovanna facilitates personalized interactions with our clients’, manages administrative tasks, and ensures smooth communication to enhance client’s financial well-being.

On her spare time, Giovanna enjoys spending time with her friends and family, being in nature, and fitness.

Nicole began her professional career at LPL Financial in 2024, joining a team of executive administrative assistants focused on supporting high growth teams at LPL.

She earned an Associates Degree in Business Administration and Business Economics from Cuyamaca/ Grossmont College.

A native of San Diego, Tiffany enjoys being a wife and mother of 2 wonderful girls. Nicole loves spending her free time traveling, going to Disneyland, and going to the beach with family & friends.