Giovanna Leyva
Tidemark Financial Partners · San Diego, California
Giovanna Leyva is a fee-only financial advisor at Tidemark Financial Partners in San Diego, California, who holds the CFP credential. Giovanna charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (one-time plans from $800 and 0.5%–1.5% a year of assets managed) and focuses on retirement planning, estate & legacy planning and flat-fee planning.
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Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | Tidemark Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $800 · 0.5%–1.5% a year of assets managed |
| Assets under management | $462.5M across 1,163 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7733278 |
| Exams passed | Series 63 (2025) · Series 65 (2024) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | tidemarkfp.com |
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Questions about Giovanna
Is Giovanna Leyva a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Giovanna holds no broker registration, and Tidemark Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Giovanna charge for financial advice?
Giovanna charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Giovanna charge?
According to Tidemark Financial Partners's website, checked October 30, 2026: one-time plans from $800; 0.5%–1.5% a year of assets managed.
Where is Giovanna Leyva based?
Giovanna Leyva is based in San Diego, California.
What does Giovanna specialize in?
Giovanna's specialties include retirement planning, estate & legacy planning and flat-fee planning. Giovanna works with executives and tech employees.
What credentials does Giovanna Leyva hold?
Giovanna Leyva holds the CFP credential.
Is Giovanna Leyva registered with the SEC?
Yes. Giovanna Leyva is registered as an investment adviser representative in CA (CRD 7733278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidemark Financial Partners manage?
Tidemark Financial Partners reports $462.5M across 1,163 accounts in assets under management.
How do I contact Giovanna Leyva?
Through Giovanna's website, tidemarkfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tidemark Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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