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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2018
- Office Locations
- 2
Office Locations
About SAN Francisco Wealth Planning LLC
San Francisco Wealth Planning serves Bay Area technology professionals, helping them integrate equity compensation decisions (RSUs, ISOs/AMT, NSOs, ESPPs) with broader financial planning for life events like home purchases, growing families, and IPOs. The firm provides ongoing planning and portfolio management, typically using public-market vehicles such as ETFs and mutual funds with an asset-allocation lens, supported by eMoney and custodians such as Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Matthias Daniel Giezendanner
Chief Compliance Officer, Director, FOUNDER, WEALTH ADVISOR
- CRD
- #6480899
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANDREW HILLS
--
- CRD
- #7787982
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,288,388 | $630,834 |
| Non-Discretionary | $0 | -- |
| Total | $112,288,388 | $630,834 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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