Matthias Giezendanner, CFP®, EA San Francisco Wealth Planning
- 465 Dolores St, San Francisco, CA 94110
- (415) 375-0537
- zt@jrnygufs.pbz
- http://wealthsf.com/
About Matthias Giezendanner, CFP®, EA
My purpose is to find what makes my clients feel happy, successful, and fulfilled and help them coordinate their life to maximize those things. In my spare time, I enjoy fly fishing, reading biographies, baseball games, collecting mechanical watches and wine, and exploring the parks, food, and museums of San Francisco with my family.
Recently Published
The 2020 Booklist
January 8, 2021Here are a few of the books that I most enjoyed and had the largest impact on my thinking in 2020. I offer them in hope that you will find one that enriches your life as much as they have enriched mine.
2020 SFWP Annual Letter
January 4, 2021This is the first San Francisco Wealth Planning annual letter.
Understanding How The Alternative Minimum Tax Affects Your Incentive Stock Option Exercise Decisions
January 3, 2020If you’ve been scouring the internet trying to wrap your head around the concept of the alternative minimum tax (AMT) and how it applies to your startup’s equity compensation you’ve probably come across at least one financial advisor, tax professional or journalist that has tried to scare you into believing that the AMT is a confusing mystery , far beyond the common woman or man.
Ideal Clients
- Dual Income Family
- Equity Recipients (RS/RSU SOP ESPP)
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $350+/mo
- Hourly Fee: $250+/hr
- Assets Under Management: 1.00%
