Matthias Daniel Giezendanner
Investment adviser representative at San Francisco Wealth Planning LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$112.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- San Francisco Wealth Planning LLCFeb 2018 to now
- LPL Financial LLCJan 2023 to Jan 2023
- Planning & Financial AdvisorsJan 2023 to Jan 2023
- Port of San FranciscoApr 2016 to Oct 2020
- Matthias PhotographyMar 2009 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
San Francisco Wealth Planning LLC
$112.3MAssets managed
44Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6480899
- Firm CRD
- 296438