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      Ballast Point Financial Planning

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      Ballast Point Financial Planning Reviews

      4.5

      100% would recommend to a friend

      (2 total reviews)
      avatar

      Shawn Tydlaska

      Not enough data to show CEO approval

      100% positive business outlook

      Ratings by category

      4.5

      Work/Life balance

      4.5

      Career opportunities

      4.0

      Culture and values

      4.0

      Compensation and benefits

      3.5

      Diversity and inclusion

      3.5

      Senior management

      Reviews by job title

      2 reviews
      4.0
      19 Jan 2023

      A great place to learn

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      This is a well run financial planning firm with a clear client journey and many opportunities to interface with clients.

      Cons

      As with many financial planning firms, there is a lack of cultural competency although the firm owner does make efforts. The firm direction feels like it is constantly changing, which can be hard to keep up with.

      5.0
      29 Mar 2021

      Exactly what I was looking for.

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      BPFP is a fee-only fiduciary financial planning firm focusing on young professionals. The company and owners does everything possible to put clients first. For a small company especially, it's very well organized and process-driven, but also constantly improving and growing quickly. The owner places an emphasis on providing a path into an otherwise difficult field to get into through the resident program and internships. The workforce is distributed and almost entirely remote. Great team and receptive leadership.

      Cons

      The workforce is distributed and almost entirely remote. Salaries are very competitive for small and mid-market geographical areas, but some might find them on the lower end for HCOL areas. Not a place to advance a sales career as there are no commissions - only solid financial advice.

      Related searches: Ballast Point Financial Planning jobs | Ballast Point Financial Planning salaries | Ballast Point Financial Planning benefits | Ballast Point Financial Planning interviews
      ReviewsBallast Point Financial Planning reviews

      Glassdoor has 2 Ballast Point Financial Planning reviews submitted anonymously by Ballast Point Financial Planning employees. Read employee reviews and ratings on Glassdoor to decide if Ballast Point Financial Planning is right for you.