Matthias Giezendanner, CFP®, EA San Francisco Wealth Planning

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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.

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Recently Published

The 2020 Booklist

January 8, 2021

Here 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.

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2020 SFWP Annual Letter

January 4, 2021

This is the first San Francisco Wealth Planning annual letter.

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Understanding How The Alternative Minimum Tax Affects Your Incentive Stock Option Exercise Decisions

January 3, 2020

If 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.

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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%

SEC Records

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