Tidemark, LLC

Frank Alvarez is a financial advisor with Tidemark, LLC in San Diego, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with LPL Financial, LLC since 2015. Outside of his advisory work, he operates Alvarez Financial, a business entity for tax and investment purposes. Tidemark, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, small businesses, and corporate plans. The firm employs a combination of fundamental, technical, cyclical, and charting analysis with both long- and short-term strategies, managing approximately $344.6 million in client assets through a team of eight advisors.

Joshua Stipcich is a financial advisor with Tidemark, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at LPL Financial, LLC since 2008. Outside of advising, he is involved with Stip Inc., a business entity used for tax and investment purposes. Tidemark, LLC manages approximately $345 million in client assets for individuals, high-net-worth clients, small businesses, and corporate plans. The firm provides discretionary and non-discretionary asset management and financial planning, employing a combination of fundamental, technical, cyclical, and charting analysis with both long- and short-term strategies.

Anthony Mclean is a financial advisor with Tidemark, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial LLC since 2015. Outside of advisory services, he is also a licensed agent offering term, disability, and long-term care insurance, and he works as an Uber driver. Tidemark, LLC provides discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, small businesses, and corporate clients. The firm manages approximately $344.6 million in assets for about 951 clients through a team of eight advisors, employing a combination of fundamental, technical, cyclical, and charting analysis with both long-term and short-term strategies.

Jared Redfield is a financial advisor with Tidemark, LLC in San Diego, CA, holding a Series 66 credential and six years of industry experience. He has worked at LPL Financial LLC since 2019 and has prior experience in education and other roles. Jared is involved with Redfield Services Inc, a home-based business entity established for tax and investment purposes. Tidemark, LLC provides discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, small businesses, and corporate clients. The firm manages approximately $344.6 million in assets for about 951 clients through a team of eight advisors, utilizing a combination of fundamental, technical, cyclical, and charting analysis with both long- and short-term strategies.

Tyler Abney is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2008. He operates an independent advisory firm, Tidemark, LLC, through which he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports a wide range of investment solutions, combining in-house research-driven model portfolios with third-party management and customizable client arrangements.

Brad Duerks is a financial advisor with Tidemark, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2008. Outside of his advisory role, he conducts fixed life insurance business through Millennium Brokerage Group. Tidemark, LLC provides discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, small businesses, and corporate plans, managing approximately $344.6 million in client assets. The firm employs a combination of fundamental, technical, cyclical, and charting analysis across a range of investment strategies, with regular account monitoring and reviews.

Giovanna Leyva is a CFP® with one year of industry experience, currently working with Tidemark, LLC in San Diego, CA. She has previously been associated with LPL Financial and has held a non-investment role at Brigantine, Inc. outside of her advisory activities. Tidemark, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, small businesses, and corporate clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, offering tailored portfolio management and comprehensive financial planning supported by ongoing monitoring and formal account reviews.