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Client Centered

50 YEARS OF EXCELLENCE:

TRUSTED PARTNER IN RETIREMENT PLANNING AND WEALTH MANAGEMENT.

OUR EXPERIENCED FINANCIAL EXPERTS HELP NAVIGATE YOUR FINANCIAL JOURNEY FOR A SMOOTH AND PROSPEROUS RETIREMENT.

<strong>For Individuals Seeking Well-Planned, Tax-Efficient Retirement Solutions</strong>

For Individuals Seeking Well-Planned, Tax-Efficient Retirement Solutions

We understand the unique challenges and opportunities that come with managing significant wealth. Our approach is centered around creating robust, tax-efficient strategies . We prioritize your financial goals, offering tailored advice and comprehensive solutions.

<strong>Serving High-Net-Worth Individuals with Tailored, Tax-Efficient Strategies</strong>

Serving High-Net-Worth Individuals with Tailored, Tax-Efficient Strategies

Our services are particularly beneficial for High-Net-Worth individuals. I understand that managing significant wealth comes with its own set of challenges and opportunities. That's why at Tidewater Financial, we focus on creating robust, tax-efficient strategies that align with your unique financial goals. Our approach is always personalized because we believe every client’s financial journey is distinct.

<strong>Tax-Free Municipal Bonds at Tidewater Financial</strong>

Tax-Free Municipal Bonds at Tidewater Financial

Since our inception, Tidewater Financial has been a leading specialist in tax-free municipal bonds, offering unmatched expertise and dedicated service in this area. Our focus is on serving High-Net-Worth investors who seek the nuanced expertise that only a dedicated specialist can provide. Unlike broad-spectrum brokerage firms, where tax-free municipal bonds might be just one of many offerings, at Tidewater Financial, they are at the forefront of our business.

Our clients find value in our deep understanding and specialized focus on tax-free municipal bonds. Every Tidewater Financial bond specialist is equipped with the knowledge and experience necessary to comprehensively explain and support each tax-free municipal bond option we provide. This dedication ensures that our clients are not only investing in tax-free municipal bonds but are doing so with the full backing of our focused expertise and guidance.

At Tidewater Financial, tax-free municipal bonds are more than an investment option; they are a cornerstone of our strategy to help deliver secure, tax-efficient returns to our discerning clients.

Justin Parker

CO-CEO

(858)-704-2013

justin@tidewaterfin.com

Justin Parker, a proud alumnus of Point Loma Nazarene University and a former student at UCLA, has been a dynamic presence in the financial advisory sector since 2001. His journey in finance began at ML Stern, where he first honed his...
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Walter Valenzuela

CO-CEO

(858)-704-2010

walter@tidewaterfin.com

Walter Valenzuela is the managing director of Tidewater Financial. Working from a sincere commitment to serve, Walter specializes in developing conservative growth strategies while preserving capital. He’s been making a positive...

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Taj Sherman

Associate Analyst

(858)-704-2012

taj.sherman@tidewaterfin.com

Taj Sherman is an Associate Analyst at Tidewater Financial. A University of California, Santa Cruz graduate with a degree in Political Science, Taj has a proven track record of applying analytical rigor and strategic insights to the...
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