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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2020
- Office Locations
- 1
Office Locations
About Stebnicki Financial Planning
Stebnicki Financial Planning is a San Francisco fee-only, fiduciary CFP practice serving Bay Area tech employees and new families. Provides hourly, goal-based planning across stock option/RSU strategy, investments, retirement, taxes, cash flow, insurance and estate planning, with optional ongoing portfolio management. Founder Matt Stebnicki brings 10+ years designing equity compensation plans; managed portfolios commonly use ETFs and municipal bonds, custodied at Schwab.
Team overview
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Investment Themes
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Owner & Executives
Matthew John Stebnicki
Certified Financial Planner, Chief Compliance Officer, Firm Principal, FOUNDER, Owner
- CRD
- #7226250
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,851,589 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,851,589 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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