Vidalia Cornwall has been an investment adviser representative at Ballast Point Financial Planning since February 2024, and is not listed among the firm’s executive officers or direct owners. Vidalia Cornwall holds a Degree in Economics from Utah State University.
Ballast Point Financial Planning, LLC is a Burlingame, CA firm with $162M under management, 143 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Vidalia Cornwall is Lead Financial Planner of Tessara Wealth. She spent the first few years of her career as an associate at Northwestern Mutual. Her favorite part of the job is helping clients feel organized and empowered through financial planning.
Professional designations
Listed by Ballast Point Financial Planning
- CFP®
- ChFC®
- RICP®
Investment adviser representative registrations
Vidalia Cornwall is registered as an investment adviser representative in 6 states. The first approvals date from February 2024; the most recent is Ohio, in June 2026.
- CaliforniaSince 23 February 2024
- LouisianaSince 21 March 2024
- MichiganSince 22 February 2024
- OhioSince 25 June 2026
- TexasSince 23 February 2024
- VirginiaSince 23 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 4 August 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 31 December 2019 |
| SIE | Securities Industry Essentials Examination | 31 December 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Vidalia Beatrice Cornwall
- CRD
- 7117834
- Firm
- Ballast Point Financial Planning · CRD 283295
- Office
- Dayton, OH
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tessarawealth.com
Where does Vidalia Cornwall work?
Vidalia Cornwall is an investment adviser representative registered through Ballast Point Financial Planning, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Vidalia Cornwall a financial advisor?
Yes. Vidalia Cornwall has a current investment-adviser registration in California, Louisiana, Michigan, Ohio, Texas and Virginia, through Ballast Point Financial Planning since February 2024.
How many years of experience does Vidalia Cornwall have?
Vidalia Cornwall has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Vidalia Cornwall passed?
Vidalia Cornwall has passed 4 licensing exams: the Series 6TO, SIE, Series 63 and Series 7TO. The earliest, the Series 6TO, was passed in December 2019.
Where is Vidalia Cornwall based?
Vidalia Cornwall’s registered office is in Dayton, OH.
Is Vidalia Cornwall registered with FINRA?
No. Vidalia Cornwall has no current broker registration.
Is Vidalia Cornwall a CFP?
Ballast Point Financial Planning lists Vidalia Cornwall with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Vidalia Cornwall, CFP®, ChFC®, RICP® biography, tessarawealth.com
How can I verify Vidalia Cornwall’s record?
Search CRD 7117834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vidalia Cornwall’s full registration record.
