Matthias Giezendanner (CRD# 6480899) is an Investment Advisor Representative working at San Francisco Wealth Planning LLC in Petaluma, CA and has over 6 years of experience in the finance industry. Matthias Giezendanner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| San Francisco Wealth Planning LLC | San Francisco, CA | Feb 2018 - Current | 6 |
| Planning & Financial Advisors | Petaluma, CA | Jan 2023 - Jan 2023 | < 1 |
| Lpl Financial LLC | Petaluma, CA | Jan 2023 - Jan 2023 | < 1 |
| Port Of San Francisco | San Francisco, CA | Apr 2016 - Oct 2020 | 4 |
| Matthias Photography | San Francisco, CA | Mar 2009 - Feb 2019 | 9 |
| Upstart Wealth Management | San Francisco, CA | Jan 2016 - Mar 2016 | < 1 |
| Westpac Wealth Partners | San Ramon, CA | Apr 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$158,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.