local ai registry · agent view · /biz/ca/san-diego/tidemark-financial-partners-san-diego-ca

# Tidemark Financial Partners

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/tidemark-financial-partners-san-diego-ca

**AI Score: 26/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Tidemark Financial Partners was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Tidemark Financial Partners was not mentioned.

## Known for

Tidemark Financial Partners excels in providing expert guidance on RSU taxation and retirement planning, particularly for educators and those navigating complex financial situations.

- RSUs Double Taxed
- Are RSUs Taxed Twice?
- RSU Double Taxation
- RSU Double Tax
- Hologic Benefits

## What reviews say

> Customers describe Tidemark Financial Partners as a supportive and knowledgeable team that prioritizes personalized financial planning. Many reviewers highlight the approachable nature of advisors like Tyler Abney and Giovanna Leyva, who take the time to explain complex topics clearly and cater to individual needs, making clients feel empowered in their financial journeys.

Consistently praised:
- Tyler Abney's personalized financial planning
- Giovanna Leyva's clear explanations
- Josh's attentive retirement planning

Recurring complaints:
- Concerns about Anthony McLean's service

Bottom line: Tidemark stands out for its dedicated financial advisors like Tyler Abney, who provide personalized, clear guidance tailored to clients' unique financial goals.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 39 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 74 |
| Backlink & citation authority | 8% | 56 |
| Google Business Profile | 8% | 84 |
| Speed & mobile | 7% | 50 |
| Content freshness & schema | 5% | 81 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28

Tidemark Financial Partners ranks 7 of 29 in its category here.

## Facts

- Address: 5405 Morehouse Dr Unit 345, San Diego, CA 92121, USA
- Phone: (858) 925-8000
- Website: tidemarkfp.com
- Hours Mon: 8:00 AM – 6:00 PM
- Hours Tue: 8:00 AM – 6:00 PM
- Hours Wed: 8:00 AM – 6:00 PM
- Hours Thu: 8:00 AM – 6:00 PM
- Hours Fri: 8:00 AM – 6:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Tidemark Financial Partners?
Tidemark Financial Partners is open Monday through Friday from 8:00 AM to 6:00 PM, and they are closed on Saturdays and Sundays.

### Does Tidemark Financial Partners require reservations for consultations?
No, Tidemark Financial Partners does not require reservations for consultations.

### What is Tidemark Financial Partners known for?
Tidemark Financial Partners is known for their personalized financial planning services, particularly for educators and individuals seeking tailored investment advice.

### Is parking available at Tidemark Financial Partners?
Yes, there is parking available at the location of Tidemark Financial Partners.

### What special features does Tidemark Financial Partners offer?
Tidemark Financial Partners offers a team of knowledgeable advisors who provide clear, personalized financial guidance and are known for their exceptional customer service.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.