Matthias Giezendanner has been Founder, Wealth Advisor, and CCO of San Francisco Wealth Planning since February 2018, is a control person of the firm and directly owns 75% or more of it. Matthias Giezendanner holds a UC Berkeley Extension Program in Personal Financial Planning.
San Francisco Wealth Planning LLC is a firm with $112M under management, 44 clients and 2 advisers in one office, as of its September 2026 filing.
Matthias Giezendanner is Founder of San Francisco Wealth Planning. He is a former member of the Board of Directors of the San Francisco Financial Planning Association. As an Enrolled Agent, he is authorized to represent taxpayers before the Internal Revenue Service.
Matthias Giezendanner’s longest registration is the current one, 8 years at San Francisco Wealth Planning since 2018.
- LPL Financial LLC– · under a yearPetaluma, CA · Adviser representative · Firm CRD 6413
- Planning & Financial Advisors– · under a yearPetaluma, CA · Adviser representative · Firm CRD 299550
- – present · 8 yearsPetaluma, CA · Adviser representative · Firm CRD 296438
Professional designations
Listed by San Francisco Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthias Giezendanner is registered as an investment adviser representative in California, since June 2018.
- CaliforniaSince 5 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 2023 |
| Series 7TO | General Securities Representative Examination | 23 January 2023 |
| SIE | Securities Industry Essentials Examination | 9 December 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2015 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthias Daniel Giezendanner
- CRD
- 6480899
- Firm
- San Francisco Wealth Planning · CRD 296438
- Role
- Founder, Wealth Advisor, and CCO
- Office
- Petaluma, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthsf.com
Where does Matthias Giezendanner work?
Matthias Giezendanner has been Founder, Wealth Advisor, and CCO of San Francisco Wealth Planning LLC since February 2018, and is a control person of the firm.
Is Matthias Giezendanner a financial advisor?
Yes. Matthias Giezendanner has a current investment-adviser registration in California, through San Francisco Wealth Planning since June 2018.
How many years of experience does Matthias Giezendanner have?
Matthias Giezendanner has 8 years in the financial industry, since June 2018, across 3 adviser firms.
What exams has Matthias Giezendanner passed?
Matthias Giezendanner has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in September 2015.
Where is Matthias Giezendanner based?
Matthias Giezendanner’s registered office is in Petaluma, CA.
Is Matthias Giezendanner registered with FINRA?
No. Matthias Giezendanner has no current broker registration.
Is Matthias Giezendanner a CFP?
San Francisco Wealth Planning lists Matthias Giezendanner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthias Giezendanner’s record?
Search CRD 6480899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthias Giezendanner’s full registration record.