Brian Fry, CFP® Safe Landing Financial

Contact this advisor

About Brian Fry, CFP®

Hi, I’m Brian Fry. I help tech professionals and pre-retirees minimize taxes, optimize investments, and enjoy retirement on their terms.

I provide financial planning, investment management, and retirement planning services in Los Angeles and serve clients nationwide on a virtual basis.

The financial marketplace is a confusing place and I believe people deserve to have their best interest served by a fiduciary.

I have worked in the financial services industry for nearly a decade in various financial planning and investment management roles.

When I’m not customizing financial plans and tailoring investment strategies, you can find me: traveling with my wife, searching for the best barbecue, and working to improve my Charles Barkley golf swing.

Read Brian’s blog here: https://safelandingfinancial.com/blog/

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Mid-Career Professionals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • Assets Under Management: 0.80%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...