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

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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Maximizing The Return On Your Incentive Stock Options (ISOs) By Using Their Underlying Leverage

January 3, 2020

It turns out Incentive Stock Options are not unlike this playground seesaw. By taking advantage of the characteristics of your options, you can both leverage funds you have earmarked for option exercise to increase income while also protecting yourself from the underlying company stock’s potential downside.

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Marcus Aurelius's Meditations - Purposeful In Thought & Life

February 5, 2019

No other book in the last three years has had more of an impact on the way I make decisions, view relationships, and attempt to organize my thoughts.

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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%

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