Engineers are known for their ability to solve problems. But the financial puzzle is complicated. And it’s not just about your income, expenses, credit card debt, and savings account balances....
Financial Planning For Engineers and Corporate Executives
Helping Executives | Engineers| Business Owners make confident decisions with their money Schedule YOUR virtual consultationWe believe That financial planning shouldn’t keep you up at night
Three Step Process to starting what we hope is a long-lasting relationship and the right step into your financial journey
Our Meeting Process:
Complementary Meeting
Schedule your complementary meeting on our virtual calendar.
15-30 minute virtual meeting (Recommended). During this meeting, we will talk about your goals and financial pain points. You will also get a chance to meet us and asses if we are a good fit.
Go OVer Recommendation
After assessing your financial life we will provide our insight on what needs to be done to establish the foundation of a strong comprehensive financial plan.
We want you to know exactly how we can help before you pay us a single dollar $$
Implementation Meeting
This is where we answer any questions you may have before getting to work. We will detail our action steps and tasks to accomplish on both parties over the next couple of months.
We will take the recommendations and get to work.
Financial Planning Services
Who we Serve Video
Frank Alvarez Focuses in Providing Financial Advice to
Executives | Business Owners | Engineers
About Me
Frank Alvarez is a Financial Consultant with Tidemark Financial Partners. Frank focuses in providing financial advice and financial plans to Engineers, Corporate Executives, and Business owners. 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.
In his free time, Frank and his wife Melisa love to cook and travel; he’s also an avid golfer.
Best Burrito Place: Crack Taco Shop
Best Golf Course: Admiral Baker’s Golf
Best Happy Hour: Karl Strauss Brewery
.
Frequent Q&A’s
Does it cost to schedule a meeting?
No! The first meeting is an introductory presentation to find out if we are a good fit. We believe you shouldn’t pay us a penny until we can determine we can provide value to your personal financial situation.
Do you only take meetings in San Diego?
While I enjoy sitting face to face with the majority of our clients, thanks to technology and the ease of communication it has brought, we now have a number of growing clients out of state.
How often can I expect to talk to you?
We take a proactive approach to communicating with clients.
If there are major changes in the economic environment or tax law we will be the first ones to let you know. We try to communicate with clients on a quarterly basis, but can always be adjusted according to your preferences. We always have some spots available for emergency meetings for you.
Are you a Fiduciary?
Yes, we are fee-based financial advisors. We take our fiduciary roles very seriously as we believe that our advice should always be in the client’s best interest above all.
Join Our Email List
Join my email list for access to our latest eBooks and publications down below. We hate spam as much as you do.
Download our Latest Free E-Books:
Click Social Icon to See our Latest Uploads
Our Latest Blog Post
Schedule a Call
Contact
Phone
(858)925-8000 x 103
frank@tidemarkfp.com
Address
5405 Morehouse Dr. #345
San Diego, CA 92121
