San Francisco Wealth Planning, LLC

EST. AUM
$112,288,388

CONTACTS

CLIENT ACCOUNTS
178

Firm Details

Metro area San Francisco
CRD Number 296438
Website wealthsf.com
Client types

Overview

San Francisco Wealth Planning LLC is an independent, fee-only registered investment adviser (RIA) headquartered in the San Francisco Bay Area. Founded in February 2018 and steered under the single-owner executive leadership of Principal and CCO Matthias Daniel Giezendanner, CFP®, the boutique practice operates under a strict, uncompromised 100% fiduciary standard of care. Giezendanner, who also holds the IRS's highest credential as an Enrolled Agent (EA), has structured the firm to serve Gen Y/Millennials, startup founders, and technology professionals navigating complex corporate compensation layers. The practice focuses on optimizing high-value equity configurations, tax-loss models, and career inflection trajectories—such as impending IPO lockup horizons, private stock tender choices, and alternative minimum tax (AMT) mitigation. Completely avoiding transaction-based broker kickbacks, commissions, or opaque proprietary products, the firm bills via transparent monthly subscription, retainer, or percentage tracks. San Francisco Wealth Planning relies on rigorous global asset allocation strategies composed of liquid public equities, independent mutual funds, and low-cost index ETFs curated to insulate and scale purchasing power safely over time.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

San Francisco Wealth Planning, LLC

Platform Details

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